Commercial Customer Service Representative

5 days ago

Orlando, Florida, United States WELLTECH PARTNERS Full time

COMMISSION BASED BONUSES.

About the Role

A reputable insurance agency with deep community ties is seeking a Commercial Customer Service Representative to join their team. This person will support the Commercial Lines department by assisting with new business leads, renewals, client service needs, and ensuring accurate data management. This is a client-facing position that requires strong communication, attention to detail, and a proactive service mindset.

The agency operates with a values-driven culture focused on integrity, support, and inclusivity. They offer a collaborative team environment, competitive compensation, and strong benefits.

What You'll Be Doing

New Business Assistance

  • Manage incoming commercial insurance leads
  • Collect necessary documentation and underwriting info
  • Prepare applications and proposals
  • Work closely with carriers and the commercial team on quotes

Client Service & Support

  • Respond to calls/emails with professionalism
  • Process policy changes and endorsements
  • Issue and handle Certificates of Insurance (COIs)
  • Assist clients with claims and billing inquiries

Renewal Process Support

  • Help gather renewal documentation
  • Update applications for remarketing
  • Coordinate preparation and scheduling of review meetings

Administrative & Compliance Tasks

  • Maintain accurate records in the agency management system
  • Ensure documentation is uploaded and compliant with internal/external guidelines
  • Support risk management and follow established protocols

Must-Have Qualifications

  • 1-2+ years of experience in the insurance industry (commercial lines preferred)
  • Active 4-40 or 2-20 license (or willingness to obtain)
  • Strong communication, service, and follow-up skills
  • High attention to detail with ability to manage multiple tasks
  • Experience with COIs, endorsements, and carrier correspondence
  • Familiarity with an Agency Management System (e.g., Nexsure or equivalent)

Nice-to-Have Skills

  • Prior experience in Commercial Lines specifically
  • Bilingual (English/Spanish)
  • Knowledge of commercial coverages like General Liability, Workers Comp, BOP, Property, Auto, Umbrella

Workplace Culture & Benefits

  • Competitive salary + commission
  • Employer-paid health insurance after 90 days
  • Simple IRA with 3% employer match
  • Dental, vision, and life insurance options
  • Paid holidays and PTO
  • Supportive, values-based environment rooted in integrity and community service

Location Perks

Central Florida offers a mix of urban convenience and outdoor charm. Whether you're into theme parks, nature trails, or nightlife, both Orlando and Lakeland offer affordable living, diverse dining, and easy access to beaches, entertainment, and cultural activities.

IND123

Job Type: Full-time

Pay: $40, $75,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Referral program
  • Vision insurance

Application Question(s):

  • Do you speak spanish? THIS IS PREFERRED NOT REQUIRED.

Experience:

  • Insurance Customer Service : 2 years (Preferred)

License/Certification:

  • 4-40 (Preferred)
  • 2-20 (Preferred)

Work Location: In person

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