Commerical Insurance Customer Service Rep

Commerical Insurance Customer Service Rep

Pleasant Grove UT

Neal Dastrup Insurance

Full-time In Person Position

Neal Dastrup Insurance is a leading provider of comprehensive commercial insurance solutions. We pride ourselves on delivering exceptional service and tailored coverage to businesses of all sizes. Our team of experts is dedicated to helping clients navigate the complexities of insurance, ensuring they have the protection they need. We are currently seeking a detail-oriented and motivated Commercial Insurance CSR to join our dynamic team.

Job Summary:
As a Commercial Insurance CSR, you will play a vital role in supporting our insurance operations. You will work closely with insurance agents, underwriters, and clients, providing administrative support and helping to ensure that our clients receive the best possible service. Your attention to detail and organizational skills will be essential in assisting with policy administration, client communications, and various operational tasks.

Key Responsibilities:

- Assist insurance agents in managing client accounts and maintaining accurate records.
- Support the preparation and processing of new insurance applications, endorsements, and renewals.
- Communicate with clients to gather necessary information and answer inquiries regarding policies, coverage options, and claims.
- Prepare and distribute policy documents, certificates of insurance, and other related materials.
- Conduct research on insurance products and market trends to support agents in their efforts.
- Maintain organized files and databases, ensuring all client information is up to date and compliant with regulatory standards.
- Assist in the claims process by coordinating communications between clients and claims adjusters.
- Perform administrative tasks such as scheduling meetings, managing calendars, and processing correspondence.
- Collaborate with team members to identify process improvements and enhance overall efficiency.

Qualifications:

- High school diploma or equivalent; an associate degree in business or a related field is a plus.
- Some experience in the insurance industry, preferably in a commercial insurance setting, is highly desirable.
- Strong organizational skills with excellent attention to detail and accuracy.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook) and insurance software (experience with is a plus).
- Excellent communication skills, both written and verbal.
- Ability to work collaboratively in a team environment while managing tasks independently.
- Strong problem-solving abilities and a customer-focused mindset.
- Knowledge of insurance terminology and concepts is a plus.

What We Offer:

- Competitive salary and benefits package.
- Opportunities for professional development and growth within the company.
- A supportive and collaborative work environment.

We look forward to hearing from you.