Commercial Insurance Customer Service Representative
Summary:
We are seeking a highly motivated and experienced Commercial Insurance Customer Service Representative to join our team. The ideal candidate will be responsible for providing exceptional service to our commercial clients, managing their insurance needs, and ensuring their satisfaction. This role requires a strong understanding of commercial insurance products and the ability to build and maintain strong client relationships.
Qualifications:
Must hold a valid 0440- Insurance Customer Service Representative License. 2-20 General Lines Agent License (Property & Casualty) would be a plus.
Experience: Minimum of three (3) years of experience in commercial insurance customer service role
Strong knowledge of commercial insurance products, including but not limited to:
General Liability
Workman’s Compensation
Commercial Auto
Professional Liability (Errors & Omissions)
Proficiency in agency management systems (e.g. QQCatalyst CRM for Insurance agencies Software)
Excellent communication skills, both written and verbal
Strong customer service and interpersonal skills
Ability to multitask, prioritize, and manage time effectively
Detail-oriented with a high degree of accuracy
Strong problem-solving and analytical skills
Ability to work independently and as part of a team
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Ability to maintain a professional demeanor under pressure
Benefits
Competitive salary
Comprehensive benefits
Paid time off (vacation, sick, holidays)
Professional development opportunities
Positive and supportive work environment
Responsibilities
The ideal candidate will be responsible for providing exceptional service to our commercial clients, managing their insurance needs, and ensuring their
satisfaction.
This role requires a strong understanding of commercial insurance products and the ability to build and maintain strong client relationships
Serve as the primary point of contact for commercial insurance clients,
addressing their inquiries, concerns, and requests promptly and professionally
Provide accurate and timely information to clients regarding policy coverage, changes, renewals, and billing
Process policy changes, cancellations, and renewals in accordance with agency and carrier guidelines. Expertise in endorsements.
Prepare and process certificates of insurance, binders, and other policy-related documentation
Assist clients with the claims process, providing guidance and support
Identify and recommend appropriate insurance products and coverage options to meet clients’ needs
Maintain accurate and up-to-date client records in the agency management system
Collaborate with producers, underwriters, and other team members to ensure efficient and effective service delivery.
Stay current on industry trends, policy changes, and new insurance products
Provide excellent customer service via phone, email, and in-person interactions
Resolve client issues and complaints in a timely and satisfactory manner
Cross-sell and up-sell additional insurance products and services to existing clients, where appropriate
Charlie Brown & Associates has been a staple in the Tampa community for over 20 years, offering both commercial and personal lines of insurance. With a dedicated team of Insurance Professionals, we pride ourselves on our community-driven initiatives. Our culture is team-oriented and supportive, emphasizing a “work hard, play hard”philosophy. We reward our team with quarterly events like Tampa Bay Rays games, hibachi dinners, and holiday parties.
Many of our employees have been with us for over a decade, a reflection of our positive, long-term work environment. As a key member of our customer service team, you will provide exceptional support to our valued clients, ensuring they have the best insurance experience possible. Your role will involve assisting clients with their insurance queries, processing policy changes,and collaborating with our sales team to enhance customer satisfaction. We are seekinga vibrant and enthusiastic individual who is passionate about helping others, eager to learn, and ready to contribute to a thriving team. If you are looking for a rewarding career in a supportive environment and believe in the power of positivity, this is the
place for you! Elevate your career with us and become part of a community that values excellence and personal growth.
Our employees love working at Charlie Brown & Associates because they feel like part of a family and an organization that genuinely wants the best for them. If you’re looking for a rewarding career in a supportive and fast-paced environment …. Apply Today to join our team!
Please reply to stevew@browninsuranceco.com with attached resume.