Commercial Customer Service Representative
Leavitt Group
- Cedar City, United States
- $45K – $50K /yr
- Mid Level
- Posted
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
