Commercial Customer Service Representative

Leavitt GroupCedar City, UtahOn-siteFull-timeMid level, 2–5 yearsListed 5 hours ago

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About this role

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.

Key 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.

Qualifications:

- 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.

Compensation & Benefits:

- Salary range: $45,000–$50,000
- Benefits include:

Health, Dental, and Vision Insurance
- 401(k) with employer matching
- HSA and FSA options
- Paid sick leave and vacation time

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Compensation

$45K – $50K