Job Description

Job Description

Commercial Lines Customer Service Representative – Small Business


Job Summary


Seeking a dedicated and detail-oriented Commercial Lines Customer Service Representative – Small Business to join a team. This role is integral in supporting our agency sales team and ensuring the seamless management of small business renewals. The ideal candidate will have a strong background in commercial lines insurance, excellent customer service skills, and the ability to thrive in a hybrid work environment. This position offers an exciting opportunity to contribute to the success of the clients and the agency by delivering exceptional service and maintaining high-quality standards.


Compensation Package

  • Position Type: Full-time, Hybrid (1 day work-from-home on Tuesday or Thursday)

  • Location: Edmond, Moore (OKC suburbs), or Tulsa

  • Compensation: Hourly rate equivalent to an annual salary of approximately $57,000 to $63,000, based on experience and qualifications.

    • Responsibilities


    As a Commercial Lines Customer Service Representative – Small Business, your key responsibilities will include:


  • Servicing the Commercial Lines Book of Business:

    Processing endorsements, billing, and payments.
    Handling claims and creating new/renewal business submissions.
    Ordering loss runs, experience modifiers, and assisting with supplemental applications.
    Issuing certificates, evidence of insurance, auto ID cards, and binders.
    Checking and mailing out policies, creating proposals, and tracking cancellations and audits.
    Managing bonds and other related tasks.


  • Renewal Management:

    Optimizing small business renewals by managing the renewal process and maintaining strong client relationships.


  • Remarketing:

    Identifying and executing remarketing opportunities for clients.


  • Quoting Account Rounds:

    Providing quotes for existing commercial lines business.


  • Staying Updated:

    Keeping up-to-date with carrier updates and underwriting information to ensure compliance and accuracy.

    • Qualifications/Requirements


    To be successful in this role, candidates should meet the following qualifications:

  • 3-5 years of experience in commercial lines insurance (preferred).

  • Proficiency in EPIC software is a plus but not required.

  • Strong organizational and time-management skills.

  • Excellent communication and interpersonal skills to build and maintain client relationships.

  • Ability to work independently and collaboratively in a hybrid work environment.

  • Detail-oriented with a commitment to delivering high-quality service.

    • #LI-JN6

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