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Commercial Customer Service Representative

Leavitt Group

Commercial Customer Service Representative

Cedar City, UT.

The position is a commercial lines account servicing role involving renewals, policy processing, carrier interactions, customer service, and account management, with opportunities to work independently and support the broader agency team.

Responsibilities

  • Service small to medium-sized commercial accounts and act as the primary day-to-day contact for clients, agencies, carriers, and brokers.
  • Maintain renewals, submit applications to carriers, negotiate pricing, review quotes, and amend coverage as needed.
  • Process policy changes, endorsements, cancellations, binders, certificates, invoices, and related insurance documents.
  • Prepare insurance proposals, summaries, and client documents.
  • Maintain accurate records in the agency management system and perform account servicing activities through carrier websites.

Handle billing, premium collection, and account reconciliation

  • Provide excellent customer service, problem solving, and communication with clients, agencies, and carriers.
  • Mentor other CSRs and contribute to team operations.

Requirements

  • 3+ years of commercial insurance experience preferred.
  • Property & Casualty license required.
  • Strong communication, negotiation, organizational, and customer service skills.
  • Ability to work independently while maintaining a team-oriented environment.
  • Proficiency with Microsoft Word, Excel, internet applications, and general office systems.

Pay

Salary range: $45,000–$50,000

Benefits

  • 401(k) with employer matching

HSA and FSA options