Commercial Lines Customer Service Representative

About the role

The Commercial Lines Customer Service Representative is responsible for the day-to-day servicing of specific accounts at the direction of the Account Executive and/or Producer. This position requires direct interaction with clients, Account Executives, Producers, insurance companies, finance companies and various departments within the HUB organization. ESSENTIAL DUTIES AND RESPONSIBILITIES: Issue auto ID cards, binders, certificates & Evidence of Property Order loss runs and input information Order MVRs and E Mods Process change requests and cancelations - suspense and follow up, check and scan when received Audits - including checking rates, ordering worksheets and invoicing Support Account Manager and Account Executives - provide updates once policy is bound (update future application and pull over to current) Process new business and renewals Set up/update billing information Scan and input all correspondence into paperless file Email signed forms to carrier Invoices Prepare policies to be delivered Reconcile fleet schedules Prepare tabs for proposals Agent of record letters Finance agreement quotes Renewal of all policies Additional administrative duties - general scanning, mail, phone support Assist as needed with various projects Handle claims intake for the unit