Customer Service Representative

A respected, community-focused insurance agency is looking for a Customer Service Representative to join our Commercial Lines team. This role supports new business, renewals, and daily client service while ensuring accurate policy management. If you are organized, client-focused, and experienced in insurance, we want to hear from you!

• Manage incoming commercial insurance leads
• Gather underwriting info and required documents
• Prepare applications, proposals, and quote requests

• Respond to client calls and emails
• Process endorsements and policy changes
• Issue Certificates of Insurance (COIs)
• Assist with billing questions and basic claims support

• Collect renewal documents
• Update applications for remarketing
• Schedule renewal review meetings

• Maintain accurate records in the agency management system
• Ensure meet compliance standards

• 1-2+ years of insurance experience (Commercial Lines preferred)
• Active 4-40 or 2-20 license (or willing to obtain)
• Strong communication and customer service skills
• Ability to multitask and stay organized
• Experience with COIs, endorsements, and carrier communication
• Familiarity with systems like Nexsure (or similar)

• Commercial Lines experience
• Bilingual (English/Spanish)
• Knowledge of GL, WC, BOP, Property, Auto, and Umbrella.

Taj Staffing is an Equal Opportunity Employer.