Commercial Lines CSR

Insurance Agency Customer Service Rep-Commercial LinesAZ OfficeJob DescriptionPOSITION OVERVIEW: $40,000 per year to $55,000 per yearThis position is in office in Northeastern Phoenix near Scottsdale AZ and is NOT remoteThe Commercial Insurance Customer Service Representative (CSR) plays a critical role in supporting our small business commercial clients by delivering exceptional service, maintaining policy accuracy, and ensuring a smooth client experience from onboarding through renewal.This role partners closely with Producers to support businesses such as contractors, professional services, retail, hospitality, and other local enterprises. You’ll be the trusted point of contact helping business owners protect what they’ve built.Core Duties and Responsibilities:Client Service & SupportProvide day-to-day service support for a portfolio of small business commercial accounts including a segment of house accountsServe as a primary point of contact for commercial clients regarding policy changes, certificates, endorsements, and coverage questionsRespond to client inquiries in a timely, professional mannerBuild strong, long-term relationships with clients through consistent, high-quality servicePolicy & Account ManagementProcess endorsements, renewals, audits, cancellations, and policy changesPrepare and issue certificates of insurance (COIs) and evidence of property insurance (EPIs)Review policies, confirms endorsements, and binders for accuracyMaintain complete and accurate documentation in the agency management systemRenewals & Marketing SupportAssist with renewal preparation, including gathering underwriting information and documentationSupport account managers and producers with marketing submissions and proposalsTrack follow-ups, suspense items, and carrier responsesCarrier & Internal CoordinationCommunicate with insurance carriers to obtain policy information, endorsements, and documentationCollaborate with producers, account managers, and internal teams to ensure seamless service deliveryEscalate issues when appropriate to maintain client satisfactionWhat You’ll Be SupportingGeneral LiabilityBusiness Owners Policies (BOPs)Commercial AutoWorkers’ CompensationProfessional Liability (E&O)Property & Umbrella Coverage(Experience with small business package policies is a plus)Qualifications & SkillsRequired:Active Property & Casualty insurance license2+ years of experience in commercial insurance service or account managementStrong understanding of commercial insurance coverages and terminologyExcellent organizational, communication, and customer service skillsAbility to manage multiple priorities and meet deadlinesProficiency with agency management systems (AMS360 experience preferred)Preferred:Experience within the independent agency modelFamiliarity with certificates, endorsements, and renewal workflowsWhy Join Us?Collaborative, people-first cultureOpportunity to work with experienced professionals in a growing agencyCompetitive compensation and benefitsCareer development and ongoing training opportunitiesWho You AreYou’re a service-minded professional who takes pride in accuracy, responsiveness, and building trust. You enjoy supporting a team, solving problems, and helping clients protect what matters most.Essential Physical RequirementsMust be able to work from a sitting position for extended periods of time.Must be willing and able to work in front of a computer monitor for extended periods of time.Must be able to work on a standard computer keyboard for extended periods of time.Must be able to work in a cubical environment during the workday with limited or no distraction.Employee Benefits Include: Medical PlanDental PlanVision Plan401kLive Health OnlineLife InsuranceDisabilitySupplemental BenefitsNo waiting period to use accrued PTOTrainingEmployee Assistance ProgramNational Discounts & much more! NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization