Commercial Insurance - Customer Service Representative (CSR) - Whiteboard Risk & Insurance Solutions

We are looking for a licensed Commercial Customer Service Representative to join our insurance agency's customer service Solutions team! As the CSR of our Solutions team you'll be responsible for handling day to day service needs of our clients that need a licensed and knowledgeable representative. You will work directly with our Account Executives to support our clients with their audits, claims, mid-term policy changes, and similar policy servicing needs.

Our team is all about utilizing everyone's expertise properly so we can provide the best service possible to our clients. Our Account Executives aim to provide white glove service to our clients so our CSR supports them in their tasks and provides a licensed rep's expertise to our assistants in the Solutions team.

Requirements

• Process audits, claims, and recommendations for assigned clients.
• Process mid-term policy changes that require coverage knowledge such as officer changes, property/location changes, exposure adjustments, etc.
• Advise on agency bill/financed policy questions and midterm changes.
• Process LPR requests and policy cancellations.
• Process automatic policy renewals.
• Set policy reminder activities.

Qualifications:

• Active CA Property and Casualty License
• Knowledge of Microsoft Office: Word and Excel
• Knowledge of EPIC or a Similar Agency Management System
• Strong Communication Skills

Benefits

Fully Remote Work.

401(k) With a 5% Company Match

Health, Vision, and Dental - Fully Covered

Wellness Program with Gym Membership

Designation/Certification Support

PTO (Vacation, Sick, and Holidays)