Commercial Lines CSR

 

 

About The Agency: Towe Insurance Service is an independent agency founded in 1934.  We are locally owned and operated!  Our agency has a professional but laid-back atmosphere, and we truly appreciate the importance of work / life balance and flexibility.  

 

Job Description:  We are seeking an experienced Commercial Lines CSR.  The 

successful candidate will be responsible for maintaining excellent customer relationships by 

handling customer needs with speed and professionalism. The candidate will interact daily with customers, insurance carriers, and fellow employees to fulfill service and marketing responsibilities.  This is a full-time, in-office position in Wilson, NC and not hybrid or remote. 

 

The ideal candidate will have at least 2 years of commercial insurance industry experience, strong attention to detail, and excellent customer service skills. The candidate must also have excellent organizational, communication, and problem-solving skills. 

 

Duties & Responsibilities: 

 

• Provide service to existing clients related to maintaining policies, issuing accurate certificates of insurance and EPI’s, etc., providing quotes, taking payments, answering questions and providing documentation. 

 

• Receive, report and follow up on all claims to promote client satisfaction with the claims process. 

 

• Work independently or collaboratively with Producer at renewal to discuss existing policies, 

review coverages, limits and exposures, explore other coverage needs, evaluate 

replacement costs, round out accounts, remarket accounts where needed, bind renewals and provide necessary documentation to all stakeholders. 

 

• Work with new clients or support Producer in an effort to understand their needs, gather 

necessary information, research, market and present policy options, finalize, bind new coverage, and provide necessary information to all stakeholders. 

 

• Collaborate with team members, mentor staff, provide expertise, answer questions, 

and participate in formal and informal meetings as needed. 

 

• Perform administrative duties as needed such as answering phones, retrieving & opening mail, and greeting visitors. 

 

 

• Hold the insurance license required by the State of NC and have a minimum of two years 

commercial lines insurance account management experience. 

 

• Demonstrate strong knowledge of insurance products, coverages, rating and underwriting procedures to effectively manage, maintain, and write assigned client and prospects. 

 

• Demonstrate strong customer focus and an excellent phone manner; display strong 

written and verbal communication skills. 

 

• Have a pleasant demeanor and ability / desire to contribute to a positive work environment. 

 

• Possess excellent math and reading skills to accurately perform typical calculations and accurately interpret insurance policy language and subcontract / lease agreements, etc. 

 

• Have the ability to tactfully handle difficult customer phone calls and solve complex 

problems without direct supervision. 

 

• Have strong sense of urgency, attention to detail, organization, multi- tasking, and follow 

up skills as well as excellent time management skills with a personal accountability mindset. 

 

• Have a strong desire to learn and participate in education / professional development opportunities. 

 

• Have technology and computer proficiency including use of Word and Excel and agency management systems.  Knowledge of Vertafore AMS360 is preferable.