Insurance Customer Service Representative

Remote Commercial Lines CSR / Account Assistant

Southwest Commercial Insurance – U.S. Commercial P&C Agency

Southwest Commercial Insurance is looking for an experienced Commercial Lines CSR / Account Assistant to work remotely with our U.S.-based independent commercial insurance agency.

This is not an entry-level virtual assistant position. Prior U.S. commercial P&C insurance experience is required.

We are a 100% commercial insurance agency working with businesses including contractors, used auto dealers, restaurants, entertainment businesses, self-storage facilities and other small-to-middle-market commercial accounts.

Responsibilities

You will assist with day-to-day servicing of commercial insurance accounts, including:

• Preparing accurate insurance proposals
• Processing certificates of insurance
• Processing endorsements and policy changes
• Preparing and completing ACORD applications
• Assisting with new-business submissions
• Assisting with commercial renewals
• Requesting and following up on loss runs
• Reviewing quotes, policies and endorsements for accuracy
• Communicating professionally with clients, underwriters, wholesalers and carriers
• Following up on outstanding underwriting and renewal items
• Maintaining accurate client and policy information in the agency management system
• Properly organizing and filing email s
• Properly saving documents in client folders
• Keeping outstanding tasks organized and following them through completion

Required Experience

Applicants should have:

• At least 3 years of experience working with a U.S. commercial P&C insurance agency
• Strong knowledge of commercial insurance
• Experience with General Liability, Commercial Property/BOP, Commercial Auto and Umbrella/Excess
• Experience with ACORD forms, COIs, endorsements, submissions and renewals
• Experience reviewing commercial insurance quotes and policies
• Excellent written and spoken English
• Strong attention to detail
• Excellent organizational skills
• Ability to work independently without constant supervision
• Ability to recognize when something appears incorrect and ask questions rather than simply processing it

Experience with contractors, used auto dealers, restaurants or similar commercial accounts is a plus.

Experience with NowCerts is also a plus, but not required. Experience with Applied Epic, AMS360, HawkSoft or another U.S. agency management system is acceptable.

What We Are Looking For

We are not looking for someone who simply completes tasks.

We want someone who understands commercial insurance, pays attention to details, communicates professionally, and takes ownership of their work.

Accuracy is extremely important. Our clients rely on us to protect their businesses, so proposals, applications, certificates, policy documents, email s and client files need to be handled correctly.

This is intended to be a long-term position for the right person.

Schedule

You must be available during agreed-upon U.S. Central Time business hours.

-To Apply

Please provide:

1. Your resume.
2. Number of years working specifically in U.S. commercial P&C insurance.
3. Types of commercial accounts you have serviced.
4. Commercial lines you have worked with.
5. Agency management systems you have used.
6. Your specific responsibilities in your most recent insurance position.
7. Your current availability and desired hourly rate.
8. Two professional references from previous insurance employers or supervisors, if available.

Please begin your response with the words “Commercial Lines” so we know you carefully read the entire posting.

Qualified applicants will be asked to complete a short commercial insurance skills assessment before an interview.