Commercial Insurance Specialist

Full-time Customer Service Representative - Commercial Insurance

About the Job

This is a dynamic opportunity to become the backbone of an operation, bringing order and accuracy to a team that truly values great service.

The ideal candidate will have a strong working knowledge of insurance operations, particularly in commercial lines. They will be familiar with insurance terminology, policy documents, and servicing workflows.

The successful candidate will serve as the first point of contact by answering inbound calls on the agency's main line; handle approximately 17–20 phone calls per day, ranging from quick inquiries to more in-depth conversations; monitor and manage the shared service inbox; and triage, flag, and forward incoming emails appropriately.

Key Responsibilities:

• Client Communication & Frontline Support
  • Serve as the first point of contact by answering inbound calls on the agency's main line
  • Handle approximately 17–20 phone calls per day, ranging from quick inquiries to more in-depth conversations
  • Monitor and manage the shared service inbox
  • Triage, flag, and forward incoming emails appropriately
• Policy Servicing & Endorsements
  • Process a wide range of policy changes, including updates to addresses, names, business entities, or ownership structures
  • Submit, track, and follow up on endorsements and miscellaneous changes, working closely with carriers and internal stakeholders
  • Request and issue required auto filings as needed for commercial clients
  • Manage Commercial Auto Policies
• Billing, Payments & Compliance
  • Accept and process direct bill payments with the highest level of discretion, compliance, and data security
  • Maintain accurate logs of all financial transactions in the CRM and related systems
  • Generate and send invoices via email and e-signatures one to two times per week
  • Manage and process renewal invoices, confirmations, and direct bill (DB) cancellations
  • Maintain organized logs for login credentials, endorsements, renewals, and cancellations
• Rewal Tracking & Support
  • Track and monitor upcoming renewals, particularly for direct bill or automatic policy renewals
  • Record and update renewal details—including effective dates and premiums—into the CRM system
  • Upload and organize renewal documents into both the CRM and Google Drive
  • Communicate renewal statuses to clients and support retention efforts through proactive follow-ups
  • Update certificate templates, contractor license boards, and internal spreadsheets to reflect current policy information
• Data Management & Documentation
  • Collect and consolidate data from multiple insurance policies for processing and documentation
  • Upload endorsements and supporting documents into the CRM and Google Drive with precision and consistency
  • Regularly clean up and organize folders by archiving outdated certificates and ensuring file structures are up to date
  • Assist in the creation, maintenance, and refinement of internal Standard Operating Procedures (SOPs) related to service and policy workflows

About Our Client

We are a modern-day trailblazer in the world of commercial insurance, serving contractors and small-to-medium businesses for over a decade across California, Arizona, Nevada, Texas, and beyond.

With a laser-sharp focus on compliance, renewals, and risk management, we've built our reputation on delivering boutique-style service with big-league results.

Our mission is to simplify the complex, protect what matters, and scale smartly—without ever losing our human touch.

We thrive on synergy, communication, and shared pride in our work—no egos, just great energy and high standards.

What's in it for you?

Joining our team means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• Room to grow – more responsibility and incentives as the company scales
• Impact that matters – Be the reason clients stay calm, loyal, and covered
• Sharpen your skills daily – Exposure to renewals, compliance, billing, and more
• Playbook in progress? Help write it – Bring your ideas to life as systems evolve
• Team-first culture – Work with people who actually like working together
• Communication is queen – Speak up, be heard, and contribute to real decisions
• Pride in your work, every day – End each shift knowing you made a difference
• Remote flexibility – Work from anywhere, stay connected everywhere
• No lone wolves – Collaborate with upbeat, communicative, and supportive teammates