Aimed at mid-level to senior commercial insurance professionals who can manage client relationships and handle policy administration tasks independently.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Leavitt Group via Ashby
Commercial Customer Service Representative
Cedar City, UT.
The position is a commercial lines account servicing role involving renewals, policy processing, carrier interactions, customer service, and account management, with opportunities to work independently and support the broader agency team.
Key Responsibilities:
- Service small to medium-sized commercial accounts and act as the primary day-to-day contact for clients, agencies, carriers, and brokers.
- Maintain renewals, submit applications to carriers, negotiate pricing, review quotes, and amend coverage as needed.
- Process policy changes, endorsements, cancellations, binders, certificates, invoices, and related insurance documents.
- Prepare insurance proposals, summaries, and client documents.
- Maintain accurate records in the agency management system and perform account servicing activities through carrier websites.
- Handle billing, premium collection, and account reconciliation
- Provide excellent customer service, problem solving, and communication with clients, agencies, and carriers.
- Mentor other CSRs and contribute to team operations.
Qualifications:
- 3+ years of commercial insurance experience preferred.
- Property & Casualty license required.
- Strong communication, negotiation, organizational, and customer service skills.
- Ability to work independently while maintaining a team-oriented environment.
- Proficiency with Microsoft Word, Excel, internet applications, and general office systems.
Compensation & Benefits:
- Salary range: $45,000–$50,000
- Benefits include:
- Health, Dental, and Vision Insurance
- 401(k) with employer matching
- HSA and FSA options
- Paid sick leave and vacation time
#LI-AH1
Source: Leavitt Group careers (Ashby)