Commercial Lines CSS

Job Summary

The Commercial Lines Client Service Specialist (CSS) provides dedicated support to the client service manager in servicing a portfolio of mid-market commercial insurance accounts. This role is responsible for delivering timely quotations, managing routine policy transactions, and maintaining strong client relationships to ensure a high level of service and retention.

Responsibilities

Assist the client service manager with daily servicing tasks for mid-market accounts

Prepare and deliver quotes for new business and policy renewals

Respond promptly to client inquiries regarding policy coverage, billing, and claims status

Coordinate policy changes, endorsements, and cancellations in the agency management system

Maintain accurate account files and documentation

Collaborate with underwriters and internal teams to resolve coverage questions and obtain approvals

Proactively identify opportunities to enhance client satisfaction and streamline service processes

Qualifications/Requirements

Active Property & Casualty (P&C) insurance license

Minimum of 3 years of commercial lines experience with mid-market accounts

Strong verbal and written communication skills

Excellent organizational abilities with acute attention to detail

Proven ability to work effectively with a diverse range of clients and colleagues

Self-starter who anticipates needs and takes initiative

Empathetic approach to client service, demonstrating patience and professionalism under pressure

Proficiency in standard office applications (e.g., Microsoft Office) and agency management systems

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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