Commercial Customer Service Representative

Upstate Insurance Agency

Walhalla, SC

JOB DETAILS
SALARY
$45,000–$65,000 Per Year
LOCATION
Walhalla, SC
POSTED
4 days ago
  • In this role, you will be the primary contact for our business clients, handling day-to-day service needs, processing policy changes, and assisting with renewals. You will collaborate with team members and producers to deliver exceptional service, ensuring accuracy in coverage and strengthening client relationships.


  • This position will be in our office in Walhalla, SC.

Salary Range: $45000.00 - $65000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan


Responsibilities

  • Client Service: Respond promptly to client inquiries via phone and email regarding coverage questions, billing issues, and policy updates.
  • Policy Maintenance: Process endorsements, renewals, and cancellations, ensuring all changes are accurately documented in the Agency Management System (AMS).
  • Documentation: Issue certificates of insurance, auto ID cards, and binders on a priority basis.
  • Renewal Support: Assist with the renewal process by gathering updated underwriting data, ordering loss runs, and preparing renewal proposals.
  • Accuracy & Compliance: Diligently review policies and endorsements for accuracy, ensuring compliance with carrier and agency standards.

Requirements
  • Active Property & Casualty (P&C) insurance license.
  • 2+ years of experience in commercial lines insurance.
  • Excellent verbal and written communication skills, with the ability to explain complex insurance terms clearly.


About the Company

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Upstate Insurance Agency