Commercial Lines Insurance Specialist

4 days ago


Modesto, California, United States Jobot Full time
Job Overview

As a Commercial Lines Customer Service Representative at Jobot, you will be responsible for delivering exceptional service to commercial insurance clients. Your primary focus will be on 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.
  • Policy Management: Process policy changes, endorsements, and renewals accurately and efficiently.
  • Quoting and Proposals: Assist in preparing quotes and proposals for new and existing clients.
  • Claims Assistance: Guide clients through the claims process, providing support and follow-up to ensure timely resolution.
  • Documentation and Record Keeping: Maintain accurate and organized client files and records.
  • Account Management: Develop and maintain strong relationships with clients to ensure satisfaction and retention.
Requirements
  • 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.


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