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Commercial Insurance CSR

Posted 1 week ago

# 9149 Houston, TX, USA

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, Webster, or Lufkin, TX.

Job Responsibilities: Customer Service Representatives help account managers with daily policy management and renewal preparation for books of business between $750k-$1MM in revenue.  

  • Billing
  • 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 1-2 years of commercial insurance property and casualty experience in a similar client service, policy support, or processing role. 

Licensure: Active state insurance license.

Tagged as: account manager, administration, agency, billing, casualty, certificates, change endorsements, client management, commercial, csr, customer service, insurance, policy administration, processing, property, quoting, rating

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