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Leavitt Group

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Commercial Customer Service Representative

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Description

Commercial Customer Service Representative

Cedar City, UT.

The position is a commercial lines account servicing role involving renewals, policy processing, carrier interactions, customer service, and account management, with opportunities to work independently and support the broader agency team.

Key Responsibilities:

  • Service small to medium-sized commercial accounts and act as the primary day-to-day contact for clients, agencies, carriers, and brokers.

  • Maintain renewals, submit applications to carriers, negotiate pricing, review quotes, and amend coverage as needed.

  • Process policy changes, endorsements, cancellations, binders, certificates, invoices, and related insurance documents.

  • Prepare insurance proposals, summaries, and client documents.

  • Maintain accurate records in the agency management system and perform account servicing activities through carrier websites.

  • Handle billing, premium collection, and account reconciliation

  • Provide excellent customer service, problem solving, and communication with clients, agencies, and carriers.

  • Mentor other CSRs and contribute to team operations.

Qualifications:

  • 3+ years of commercial insurance experience preferred.

  • Property & Casualty license required.

  • Strong communication, negotiation, organizational, and customer service skills.

  • Ability to work independently while maintaining a team-oriented environment.

  • Proficiency with Microsoft Word, Excel, internet applications, and general office systems.

Compensation & Benefits:

  • Salary range: $45,000–$50,000

  • Benefits include:

    • Health, Dental, and Vision Insurance

    • 401(k) with employer matching

    • HSA and FSA options

    • Paid sick leave and vacation time

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