Commercial Lines Insurance Specialist

1 month ago


San Luis Obispo, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled Commercial Lines Customer Service Representative to join our team at Jobot. As a key member of our insurance team, you will be responsible for providing exceptional service to commercial insurance clients by handling inquiries, processing policy changes, and managing renewals.

Key Responsibilities
  • Client Interaction: Respond to client inquiries via phone, email, and in-person, providing information and assistance related to commercial insurance policies.
  • Address client concerns and resolve issues promptly and professionally.
  • Policy Management: Process policy changes, endorsements, and renewals accurately and efficiently.
  • Ensure all documentation is complete and up-to-date.
  • Quoting and Proposals: Assist in preparing quotes and proposals for new and existing clients.
  • Collaborate with underwriters to obtain competitive pricing and coverage options.
  • Claims Assistance: Guide clients through the claims process, providing support and follow-up to ensure timely resolution.
  • Coordinate with claims adjusters and underwriters as needed.
  • Documentation and Record Keeping: Maintain accurate and organized client files and records.
  • Ensure compliance with company policies and regulatory requirements.
  • Account Management: Develop and maintain strong relationships with clients to ensure satisfaction and retention.
  • Conduct periodic reviews of client accounts to identify coverage gaps and recommend appropriate solutions.
  • Team Collaboration: Work closely with producers, account managers, and other team members to ensure seamless service delivery.
  • Participate in team meetings and contribute to the development of best practices.
Qualifications
  • High school diploma or equivalent; a bachelor's degree in business, finance, or a related field is preferred.
  • Previous experience in commercial insurance, customer service, or a related field is highly desirable.
  • Strong understanding of commercial insurance products and coverage.
  • Excellent communication and interpersonal skills.
  • Proficient in using insurance software and Microsoft Office Suite.
  • Detail-oriented with strong organizational and multitasking abilities.
  • Ability to work independently and as part of a team.
  • Insurance licensing as required by state regulations.


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