Job Details | PrideStaff Financial

Job Details

« Back to Search Commercial Insurance Customer Service
San Antonio, TX

Salary: $15 to $25/hr DOE
Date Posted: February 10, 2018
Job Type: Direct Hire
Job ID: 295039

Job Description

Commercial Lines > Customer Service Representative

$15-$25 per hour DOE

Direct Hire

  • Currently hold active insurance license?
  • Do you consider yourself to be a great customer manager or account manager, capable of managing and growing existing customers?
  • Do you want to work for at top agency in San Antonio with the name that will ensure success?
  • Want to be in charge of your earning potential?
  • Prepared to build and support a book of business?

Then this unique opportunity may be for you?  For more details please review the following job overview:

The position is for Business Accounts/Commercial Lines Customer Service Representative


Giving customer top priority in serving Commercial Lines Accounts including claims and collections; to be familiar with company guidelines and underwriting; to be knowledgeable in Commercial Lines coverage; to solicit new business; and to develop existing accounts.


  • Receives phone calls and walk-in clients
  • Answer questions and resolves problems for clients
  • Orders new business and process renewals, endorsements, audits and cancellations
  • Takes and processes claims.  Keep claim status updated.
  • Contacts clients for collection of premiums as necessary
  • Invoices and processes new and renewal business, including updating units and coverage in the computer system
  • Maintain customer files, both paper and computer
  • Reviews entire accounts needs when first written
  • Reviews account at renewal and prepares renewal proposals as needed
  • Obtain expiration dates for policies not written by us to follow-up and quote
  • Cross sells
  • Refers group life and health leads to life department
  • Quotes new and renewal business
  • Processes daily mail 
  • Keeps open communication with companies
  • Assists bookkeeper in her duties
  • Attends seminars to enhance knowledge and skills
  • Prepares certificate of insurance
  • Attends and participates in staff meetings
  • Keeps abreast of commercial lines
  • Due to changing business conditions, management may request that additional duties or functions as necessary to fulfill the job requirements
  • Order new and process renewals, endorsements, and cancellation of bonds
  • Backs up other Commercial Account Customer Service Representatives 
  • Works with Sales Department to increase sales

If you are a results driven individual with the desire to add value to a this organization please send resume to