Commercial Lines Customer Service Representative

Job Summary

We are seeking a dynamic and dedicated Commercial Lines Customer Service Representative to join our team! In this role, you will be the vital link between our clients and our company, delivering exceptional service and tailored insurance solutions. Your energetic approach will help foster strong client relationships, manage customer accounts efficiently, and support our sales efforts through proactive communication and problem-solving. If you thrive in a fast-paced environment, possess excellent communication skills, and are passionate about delivering top-tier client experiences, this opportunity is perfect for you!

Duties

• Serve as the primary point of contact for commercial insurance clients, providing expert guidance on policy options and coverage details.
• Manage client accounts with precision using CRM systems such as AMS, ensuring all data is current and accurate.
• Collaborate cross-functionally with sales teams, underwriters, and internal departments to deliver seamless client service experiences.
• Utilize data-driven decision-making to analyze client needs and recommend appropriate insurance solutions.
• Support sales initiatives by identifying opportunities for account growth and assisting with client communication strategies.
• Resolve customer service issues promptly by applying strong problem-solving skills and maintaining a customer-first attitude.

Requirements

• Proven experience in customer service, client relationship management, or account management within a SaaS or insurance environment.
• Strong project management skills with the ability to handle multiple priorities efficiently.
• Excellent communication skills—both written and verbal—to effectively engage with clients and internal teams.
• Ability to work collaboratively across departments to ensure client satisfaction and operational excellence.
• Demonstrated analysis skills to interpret data for strategic decision-making.

Join us to make a meaningful impact by delivering exceptional client service in a vibrant team environment! We value energetic professionals who are eager to grow their careers while helping our clients succeed through innovative solutions and dedicated support.

Job Type: Full-time

Pay: $25.00 - $28.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k) 3% Match
• Health insurance
• Paid time off

Work Location: In person