Commercial Insurance Client Service Representative

Commercial Lines CSR Construction Or Transportation

A long-standing independent insurance brokerage with a presence along the East Coast is seeking an experienced Client Service Representative to join its team. The CSR will provide critical back end support to account managers for commercial transportation and / or construction accounts.

They pride themselves on their solutions-based, forward-thinking and tech savvy business model.

This role is ideal for a CSR with experience servicing construction and / or transportation accounts. They are seeking a professional with strong relationship-building and organizational skills.

Key Responsibilities :

Policy Servicing and Administration

Handle day-to-day servicing of commercial insurance policies, including endorsements, renewals, cancellations, and certificates of insurance.

• Ensure all documentation is accurate and compliant with underwriting guidelines using AMS360.

Client Communication and Support

Act as the primary point of contact for clients regarding their insurance needs.

Coordination with Producers and Underwriters

Collaborate with insurance agents, brokers, and underwriters to facilitate quotes, bind coverage, and manage renewals.

Data Entry and Record Maintenance

Maintain accurate records in agency management systems (e.g., Applied Epic, AMS360).

Compliance and Risk Management Support

Ensure all activities comply with industry regulations and company policies.

Qualifications :

2+ years of CSR experience in insurance

Active Property & Casualty license in NY / NJ ideal

Proficiency in AMS360 Required

Strong interpersonal skills and a client-first mindset

Why Join This Team :

Commitment to honesty, transparency, and a principled approach to decision-making

Comprehensive Health, 401(k) match, unlimited PTO, and more

Licensed in all 50 states, offering national exposure and growth opportunities

Many opportunities for professional development and advancement

If you're ready to grow within an authentic, high-performing team, we encourage you to apply.