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COMMERCIAL LINES CSR POSITION

COMMERCIAL LINES CSR POSITION

SWBC is seeking a talented individual to provide exceptional customer service for the Commercial lines of insurance in evaluating, classifying, and quoting policies by working with various insurance carriers and/or brokers.


Why you'll love this role:

In this role, you will be able to exercise your affinity for customer service while working in a great team atmosphere and have the freedom to carry out your work with minimal oversight.


Essential duties include the following:

Provides information, rates, and quotes for all new and renewal Commercial lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.

Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders and certificates.

Assists insurance carrier underwriters and/or brokers with policies involving unique, complex, or high-risk commercial properties.

Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.

Assists Producers and provides training to other Account Managers as requested.

Maintains a level of up-to-date knowledge on the rating system, forms and coverage changes.

Processes claims including reporting and monitoring.

Performs other duties as required.


Serious candidates will possess the minimum qualifications:

High School Diploma or equivalency.

Possess a P&C license.

Minimum three (3) years of commercial lines insurance experience.

Strong working knowledge of insurance forms, coverage, and rating.

Working knowledge of PC’s and related applications.

Excellent analytical and problem resolution skills.

Strong written and verbal communication skills.

Strong organizational and interpersonal skills.

Able to type a minimum of 45 wpm accurately

Able to operate Microsoft Word and Excel.

Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.

Able to travel to current and prospective customers.

Able to attend continuing education classes and seminars.

Able to stoop, kneel, and sit for long periods of time.

Able to lift 10-20 lbs.

SWBC offers*: 

Competitive overall compensation package

Work/Life balance

Employee engagement activities and recognition awards

Years of Service awards

Career enhancement and growth opportunities

Emerging Professionals and Mentor Program

Continuing education and career certifications

Variety of healthcare coverage options

Traditional and Roth 401(k) retirement plans

Lucrative Wellness Program

*Based upon employee eligibility 


Additional Information:


SWBC is a Substance-Free Workplace and requires pre-employment drug testing.


Please note, SWBC does not hire tobacco users as allowed by law.


To learn more about SWBC, visit our website at www.SWBC.com.

Additional Info

Job Type : Full-Time

Education Level : High School

Experience Level : Mid to Senior Level

Job Function : Customer Service

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