Commercial Insurance Customer Service Representative

Cobble Insurance

Oklahoma City, OK

JOB DETAILS
SALARY
$55,000–$65,000 Per Year
SKILLS
Billing, Business Support, Commercial Real Estate, Communication Skills, Cross-Selling, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Email Technology, Establish Priorities, File Maintenance, Follow Through, Health Insurance, Insurance, Insurance Documentation, Insurance Sales, Life Insurance, Mortgage Lending, Multitasking, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Sales Management, Time Management, Website Management, Worker's Compensation, Writing Skills
LOCATION
Oklahoma City, OK
POSTED
5 days ago

At Cobble Insurance, we are looking for an experienced Commercial Lines Customer Service Representative to join our in-office team in Moore, Oklahoma.


This role is designed for someone with 3+ years of commercial insurance experience, preferably in an independent insurance agency setting. We are looking for someone who already understands commercial lines workflows, knows how to support business clients, and can step into a busy agency environment with confidence.


The ideal candidate is organized, dependable, detail-oriented, and comfortable handling the daily service needs of commercial accounts. This includes certificates, endorsements, policy changes, audits, billing questions, renewal support, carrier follow-up, and client communication.


You will work closely with our commercial team to help keep accounts moving, clients informed, and service items handled accurately and efficiently. This position is a strong fit for someone who enjoys helping business owners, solving problems, staying organized, and being part of a team that takes client service seriously.


This is an in-office position with long-term growth opportunity for the right person.


This position is intended for an experienced commercial lines professional. Pay is based on experience, with stronger consideration given to candidates who have 3+ years of commercial lines experience in an independent insurance agency.

Salary Range: $55000.00 - $65000.00 per year


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Flexible Schedule

Dental Insurance

Mon-Fri Schedule

Hands on Training

Life Insurance

Evenings Off

Career Growth Opportunities

Bonus Opportunities

Paid Training

In-office Team Culture

Supportive Team Environment

Continuing Education Support


Responsibilities

Provide day-to-day service support for commercial insurance clients.


Handle certificates of insurance, evidence of insurance, endorsements, policy changes, billing questions, audits, claims-related service questions, and general client requests.


Assist with commercial renewals, including gathering updated information, preparing applications, following up with clients, and supporting remarketing when needed.


Communicate professionally with clients, carriers, lenders, mortgage companies, producers, and internal team members.


Review policies, endorsements, applications, certificates, and other documents for accuracy.


Maintain accurate client files, notes, activities, documents, and follow-up items in the agency management system.


Support producers and account managers with commercial lines workflows and client service needs.


Help identify missing information, coverage concerns, cross-sell opportunities, and account rounding opportunities when appropriate.


Prioritize tasks, manage deadlines, and follow through on open items without needing constant reminders.


Work closely with the team to keep commercial service items moving and ensure clients receive timely, professional support.


Requirements

Minimum of 3 years of commercial lines insurance experience preferred.


Experience in an independent insurance agency strongly preferred.


Oklahoma Property & Casualty license preferred, or ability to obtain quickly.


Familiarity with commercial lines coverages such as General Liability, Commercial Property, Business Auto, Workers Compensation, Inland Marine, Umbrella, Professional Liability, and related policies.


Experience working with carrier websites, agency management systems, email, phone systems, and standard office technology.


Strong written and verbal communication skills.


Excellent attention to detail and accuracy.


Ability to manage multiple tasks, deadlines, and client requests at once.


Professional, dependable, organized, and comfortable working in an in-office team environment.

About the Company

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Cobble Insurance