Commercial Lines Client Service Rep
Summit Bridge Partners, Baltimore, MD, United States
The Commercial Lines Client Service Representative plays a vital role in supporting commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships.
Key Responsibilities
Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes. Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently. Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts. Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business. Maintain accurate client and policy information in the agency management system. Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution. About the Candidate
The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team. Qualifications
Experience: 2+ years in a customer service role, preferably within commercial insurance. Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Experience with an agency management system is a plus. Team-first mentality with a proactive and collaborative attitude Competitive base pay range of $60,000 to $80,000 Full benefits package including health insurance and retirement contributions
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Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes. Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently. Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts. Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business. Maintain accurate client and policy information in the agency management system. Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution. About the Candidate
The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team. Qualifications
Experience: 2+ years in a customer service role, preferably within commercial insurance. Active P&C license preferred but not required with the right experience Strong written and verbal communication skills Tech-savvy, detail-oriented, and organized Experience with an agency management system is a plus. Team-first mentality with a proactive and collaborative attitude Competitive base pay range of $60,000 to $80,000 Full benefits package including health insurance and retirement contributions
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