About the Role
A Top 100 independent insurance broker with large-scale operations in southeast Texas is growing rapidly through new business production. The Commercial Lines CSR job is designed to support account managers and has a clear career path into client management. Here are a few details on the role:
Location: Houston, TX with a hybrid schedule available (3 days in the office, 2 days working from home).
Job Responsibilities: Customer Service Representatives help account managers with daily policy management and renewal preparation for books of business between $750k-$1MM in revenue.
- Create Acord apps
- Process endorsement requests
- Issue ID cards
- Obtain premium finance quotes
- Get loss runs
- Information gathering and data entry to compile proposals
Experience: At least three (3) years of commercial insurance property and casualty experience in a similar client service, policy support, or processing role.
Licensure: Active state insurance license.