Commercial Insurance Specialist

2 days ago


Lodi, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled Commercial CSR to join our team at Jobot. As a key member of our insurance team, you will be responsible for providing exceptional service to our commercial insurance clients.

Key Responsibilities
  • Respond to client inquiries via phone, email, and in-person, providing information and assistance related to commercial insurance policies.
  • Process policy changes, endorsements, and renewals accurately and efficiently.
  • Guide clients through the claims process, providing support and follow-up to ensure timely resolution.
  • Conduct periodic reviews of client accounts to identify coverage gaps and recommend appropriate solutions.
  • Work closely with producers, account managers, and other team members to ensure seamless service delivery.
Requirements
  • 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.
  • Proficient in using insurance software and Microsoft Office Suite.
About Us

We are one of the largest independent insurance agencies in California, committed to being on the leading edge of insurance in the state. We provide all lines of insurance to a group of clients throughout the U.S.



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