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Commercial Lines Agent / Customer Service Representative
An established independent insurance agency serving the Durham/Chapel Hill area for more than 70 years is seeking a motivated professional to join our Commercial Lines team as a Commercial Lines Agent / Customer Service Representative (CSR).
This position is an excellent opportunity for a driven insurance professional interested in building a long-term career in commercial insurance. The successful candidate will work closely with an experienced Commercial Lines Agent who will provide mentorship and hands-on training to help strengthen skills in commercial insurance, account management, sales, and client service.
Responsibilities
- Assist with the creation, quoting, and issuance of new commercial insurance policies
- Provide ongoing customer service and account management for existing commercial client
- Respond to client questions regarding coverage, policies, renewals, billing, and other insurance needs
- Review existing accounts and identify opportunities for additional or improved coverage
- Support policy renewals, endorsements, certificates of insurance, and other policy changes
- Communicate with insurance carriers to obtain quotes and resolve policy-related issues
- Develop strong relationships with current and prospective clients
- Participate in sales and business development efforts to help grow the agency's commercial book of business
- Maintain accurate and organized client and policy documentation
Qualifications
- Active Property & Casualty insurance license required
- Commercial lines insurance experience preferred
- Strong communication and interpersonal skills
- Highly motivated, proactive, and eager to learn
- Comfortable working with clients and developing professional relationships
- Strong organizational skills and attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Interest in sales, customer service, and account management
What We Offer
- Hands-on training and mentorship from an experienced Commercial Lines Agent
- Opportunity to expand knowledge of commercial insurance, sales, account management, and customer service
- Career growth within a well-established independent insurance agency
- Exposure to a variety of commercial clients and insurance products
- A collaborative environment where you can develop your expertise and build a long-term career
This is an ideal opportunity for someone who is ambitious, personable, detail-oriented, and motivated to grow within the commercial insurance industry.
Learn more about this Employer on their Career Site
