Title: Commercial Lines Customer Service Representative
Status: Full-Time
Location: Boerne or Stephenville , TX
Salary: Salary to be discussed by Bryant Staffing Solutions Recruiter
Visa Support: Not Available
Position Overview
We are seeking an experienced Commercial Lines Customer Service Representative to support a commercial insurance team with account servicing, renewals, quoting, underwriting coordination, and client relationship management.
This role is ideal for a highly organized insurance professional who can manage multiple accounts and deadlines while maintaining accurate records, communicating proactively, and identifying opportunities to expand existing and prospective business.
Key Responsibilities
- Prepare commercial account renewal information approximately 90 days before policy expiration, including prior-term policies, coverage details, loss information, quotes, and other necessary account data.
- Follow up approximately 60 days before renewal to obtain outstanding information and ensure accounts are ready for the marketing process.
- Coordinate with the account team to have renewal proposals and binding materials prepared at least 7 days before expiration, while documenting any accelerated deadlines.
- Communicate with carriers, MGAs, wholesalers, and underwriters regarding quotes, binders, endorsements, policy changes, and outstanding requirements.
- Resolve underwriting questions, gather additional information, and promptly escalate issues that could affect renewals or coverage.
- Obtain and assist with commercial insurance quotes for new and renewal business using approved markets and quoting platforms.
- Maintain complete and accurate client, policy, coverage, premium, carrier, quote, application, and renewal information within the agency management system.
- Process authorized client payments and ensure they are properly recorded and applied to the correct account and policy.
- Document calls, emails, texts, client conversations, underwriting communications, and follow-up activities, including actions taken and next steps.
- Provide responsive, professional service while developing strong relationships with existing clients.
- Support new commercial business by gathering underwriting information, assisting with applications, obtaining quotes, and following up on submissions.
- Encourage client referrals and demonstrate appreciation for existing business.
- Track issued renewal, new business, and cross-sold policies for production reporting.
- Identify additional insurance needs and cross-selling opportunities among existing clients.
- Request policy expiration information from prospective customers and maintain appropriate follow-up on potential new business.
- Consistently manage assigned tasks through completion and escalate obstacles before they create service or renewal issues.
Required Qualifications
- At least 3 years of commercial insurance customer service experience.
- Active Property & Casualty insurance license.
- Working knowledge of commercial insurance policies, coverages, endorsements, applications, and terminology.
- Strong organizational and time-management abilities.
- Proven ability to manage multiple accounts, priorities, and deadlines.
- Excellent attention to detail and accuracy.
- Strong written and verbal communication skills.
- Professional communication skills when working with clients, account teams, carriers, MGAs, and underwriters.
- Strong customer service and relationship-building abilities.
- Comfortable working independently while following established procedures and direction.
- Strong computer skills and familiarity with agency management systems.
Preferred Qualifications
- Experience identifying cross-selling opportunities within existing commercial accounts.
- Experience supporting new business development and prospect follow-up.
- Experience working directly with carriers, MGAs, wholesalers, and commercial underwriters.
- Experience with insurance agency management and quoting systems.
Key Skills Required
- Commercial Insurance Account Servicing
- Renewal & Deadline Management
- Underwriting and Carrier Communication
- Commercial Quoting
- Customer Relationship Management
- Policy Documentation & Data Accuracy
- Cross-Selling and Business Development
Why This Location?
Boerne, TX: A Hill Country community with access to scenic outdoor recreation, local dining, shopping, and cultural attractions, while remaining within convenient reach of the greater San Antonio area.
Stephenville, TX: A community known for its relaxed small-town atmosphere, outdoor activities, local restaurants, and proximity to the broader Dallas-Fort Worth region. It offers a more laid-back lifestyle while providing access to larger-city entertainment and amenities.