Customer Service Representative
Job Description
A respected, community-focused insurance agency is looking for a Customer Service Representative to join our Commercial Lines team. This role supports new business, renewals, and daily client service while ensuring accurate policy management. If you are organized, client-focused, and experienced in insurance, we want to hear from you!
\nWhat You'll Do
\nNew Business Support
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Manage incoming commercial insurance leads
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Gather underwriting info and required documents
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Prepare applications, proposals, and quote requests
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Client Service
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Respond to client calls and emails
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Process endorsements and policy changes
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Issue Certificates of Insurance (COIs)
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Assist with billing questions and basic claims support
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Renewal Support
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Collect renewal documents
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Update applications for remarketing
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Schedule renewal review meetings
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Administrative
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Maintain accurate records in the agency management system
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Ensure documents meet compliance standards
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What You Need
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1-2+ years of insurance experience (Commercial Lines preferred)
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Active 4-40 or 2-20 license (or willing to obtain)
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Strong communication and customer service skills
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Ability to multitask and stay organized
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Experience with COIs, endorsements, and carrier communication
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Familiarity with systems like Nexsure (or similar)
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Nice to Have
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Commercial Lines experience
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Bilingual (English/Spanish)
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Knowledge of GL, WC, BOP, Property, Auto, and Umbrella.
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Taj Staffing is an Equal Opportunity Employer.
