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Commercial Insurance Representative

2 months ago


Calabasas, California, United States Jobot Full time
Commercial CSR Job Description

This role plays a vital part in delivering exceptional service to clients and supporting the overall operations of the commercial insurance department.

Key Responsibilities:
  • Act as a liaison between clients and insurance carriers, assisting with policy inquiries, coverage explanations, and claims support.
  • Develop and maintain a strong understanding of various commercial insurance products, including general liability, property, workers' compensation, professional liability, and more.
  • Provide guidance on coverage options and policy details to help clients make informed decisions.
  • Maintain accurate and up-to-date client records in the agency's database.
  • Handle data entry related to policy changes, endorsements, claims, and other transactions.
  • Ensure that all interactions and transactions adhere to legal and regulatory standards.
Requirements:
  • Some college coursework in insurance or a related field is a plus.
  • 1-2 years of previous experience as a Customer Service Representative in a commercial insurance setting.
  • Proficiency in using computer software and databases.
  • Knowledge of commercial insurance products, coverage options, and underwriting processes.

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