Commercial and Personal Lines Customer Services Representatives

Job Description

Commercial and Personal Lines Insurance Technical Associate


Key skills:

  • Basic 3 years and under in personal or commercial lines insurance
  • Property and Casualty Agents License
  • Account support
  • Order reports
  • Review applications
  • Quote
  • Review policy first issue
  • Process endorsements
  • Work closely with account manager
  • Request required insured information
  • Familiar with Agency Management Software (AMS 360, TAM, Applied)


Interpersonal Skill Set:

  • Friendly disposition
  • Sense of urgency
  • Attention to detail
  • Time sensitive
  • Ability to smile under pressure
  • Excellent communication both written and verbal








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