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Commercial Lines Customer Service Representative
Commercial Lines Customer Service RepresentativeLoman-Ray Insurance Group, LLC • Villa Grove, IL, US
Commercial Lines Customer Service Representative

Commercial Lines Customer Service Representative

Loman-Ray Insurance Group, LLC • Villa Grove, IL, US
[job_card.30_days_ago]
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  • [job_card.full_time]
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Job Description

Job Description

About Us

Founded in 1981, Loman-Ray Insurance Group, LLC, is an independent insurance headquartered in Central Illinois. Throughout the decades, Loman-Ray excelled at serving the needs of educators, farmers, group health clients, and families of all shapes and sizes, providing value and building personal, trusted relationships. In 2016, Loman-Ray announced a new logo to represent the nature of the agency's identity and capture what makes our team unique. The shield symbolizes our dedicated employees, each genuinely vested in our insureds' well-being and ready to protect their best interests. Each section of the shield represents the categories of insurance we provide : life, health, home, auto, commercial, and farm insurance. The shield brings all of these together into one entity – Loman-Ray Insurance Group, LLC.

Today, Loman-Ray continues to grow, offering multiple insurance lines from dozens of proven providers. Carefully selected mergers have helped Loman-Ray enter new communities across Illinois and to develop a growing staff of experienced insurance professionals.

Commercial Lines Customer Service Representative

Position Summary :

The primary function of this role is to deliver high-quality service to commercial insurance clients by assisting with their policy and account needs. This role plays a critical part in maintaining client satisfaction, ensuring accurate policy servicing, and supporting the agency team. The representative handles day-to-day account management, responds to inquiries, and provides timely, accurate information to clients and carriers. The ideal candidate demonstrates excellent communication skills, strong attention to detail, and a commitment to providing a positive client experience.

Key Responsibilities :

Client Service & Account Management

  • Respond promptly and professionally to client inquiries via phone, email, or in person.
  • Provide guidance on commercial policy coverages, billing questions, and claim status updates.
  • Ensure timely follow-up and resolution of client issues to maintain high service standards.
  • Maintain proactive communication to identify client needs and recommend appropriate solutions.
  • Document all client interactions and transactions accurately in the agency management system.

Policy Processing & Documentation

  • Process policy changes, endorsements, cancellations, and rewrites in a timely manner.
  • Review and verify accuracy of policies and documents received from carriers.
  • Maintain up-to-date and accurate client records within the agency management system.
  • Ensure adherence to agency procedures and industry regulations for all transactions.
  • Follow up on outstanding items to ensure timely completion and policy accuracy.
  • Renewals & Carrier Coordination

  • Assist in the preparation and processing of commercial policy renewals.
  • Communicate with clients to gather updated information and confirm renewal preferences.
  • Coordinate with carriers to ensure timely issuance of renewal documents.
  • Collaborate with producers and account managers to ensure smooth handling of client accounts.
  • Team Collaboration

  • Support team members during high-volume periods or on special projects as assigned.
  • Assist in developing and maintaining efficient workflows to improve client service delivery.
  • Maintain strong internal communication to ensure cohesive account management and client support.
  • Perform other duties as required.
  • Qualifications :

  • High School Diploma or equivalent required
  • Active Illinois Property & Casualty license required, or the willingness to obtain the license
  • Prior experience in commercial lines insurance customer service or account management
  • Familiarity with commercial lines insurance products beneficial
  • Working knowledge of Applied Epic desired; will consider experience with related agency management systems
  • Proficiency with Microsoft Office Suite
  • Strong oral and written communication skills for client and carrier interactions
  • Exceptional attention to detail and organizational abilities.
  • Ability to multitask effectively in a fast-paced environment.
  • Strong problem-solving abilities with a client-focused mindset.
  • Ability to pass a criminal background check, as permitted by law
  • Hours : Monday-Friday, 8 : 30am-4 : 30pm

    Office Locations :

  • 2702 Boulder Drive, Urbana, IL 61802 (Preferred)
  • 145 E. 5th Avenue, Clifton, IL 60927
  • 13 South Main Street, Sullivan, IL 61951
  • 113 S. State Street, Monticello, IL 61856
  • 125 W. Garfield Street, Cissna Park, IL 60924
  • 17 E. Liberty Lane, Danville, IL 61832
  • 1016 W. Orange Street, Hoopeston, IL 60942
  • 104 N. Main Street, St. Joseph, IL 61873
  • 15 S. Main Street, Villa Grove, IL 61956
  • 605 Old Salem Road, Petersburg, IL 62675
  • Benefits :

  • Competitive Compensation
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays
  • No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

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    Commercial Lines Customer Service Representative • Villa Grove, IL, US

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