Commercial Lines CSR

About Wren Insurance Agency, A Division of Patriot Growth Insurance Services: For more than 40 years people have confidently turned to the Wren Insurance Agency for their insurance needs. With offices located in Palm Bay, Wren Insurance Agency serves thousands of individuals, families, businesses, and community associations throughout Brevard County, as well as the entire state of Florida.

Position Overview: As a Commercial Lines Customer Service Representative, you will play a crucial role in providing exceptional service to our commercial insurance clients. You will be responsible for managing client accounts, addressing inquiries, processing policy changes, and assisting with claims. The ideal candidate will have a strong background in commercial insurance, excellent communication skills, and a dedication to delivering high-quality customer support.

This position requires a detail-oriented and organized professional who can thrive in a fast-paced environment, balancing multiple tasks and client needs. You will work closely with account managers, underwriters, and other team members to ensure client satisfaction and retention. By maintaining a thorough understanding of commercial insurance products and services, you will help clients navigate complex insurance policies and provide timely solutions to their concerns.

If you are customer-focused, proactive, and passionate about supporting business clients in their insurance needs, this position is a great fit for you.

Work Arrangement: This is a full-time position working in our office located in Palm Bay, FL.

Professional Responsibilities:

Renewal Process

• Maintains control of expirations for assigned accounts and markets policies for renewal.
• Works with, and follows up with, various brokers and insurance companies to ensure renewal quotes are received 30 days prior to the renewal.
• Sends renewal information to the insured and secures deposits and applications.
• Works with Account Manager and/or Producer to help ensure all renewals are presented within 30 days of the renewal.

Servicing

• Responds to all routine client inquiries throughout the year.
• Completes endorsements and requests within the assigned work-flow schedule.
• Nurtures relationships with clients throughout the year with superior service and responsiveness.
• Proactively looks for opportunities to educate the client about their risk exposures and the benefits of increased limits and/or coverages and/or rounding out the account.

Policy Issuance & Evidences

• Checks policies for accuracy of all coverages, forms, and premiums.
• Delivers policies to the insured within 45 days of the renewal.
• Provides certificates of insurance within 24 hours of request.

Claims Handling

• Reports loss information to the insurance company the same day it is received.