Job Description
SUMMARY
The Commercial Lines Customer Service Agent – Small Business performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.
MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)
1. Service Commercial Lines Book of Business
2. Remarkets
3. Quote account rounds for existing CL business
4. Keep up with carrier updates and underwriting information
EMPLOYEE SPECIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Work Experience
Technical/Functional Competencies
This position follows a 4‑1 workweek and is an in‑office role. Employees are expected to be on‑site four days per week and may work remotely one day per week.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations:
Moore, Plano-ParkwoodInsurance Commercial Lines Customer Service Agent • Parkwood,Plano
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