Commercial Customer Service Representative
Leavitt Group
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- Pay
- $45K to $50K
- a year
- Location
- Cedar City, UT
- Job type
- Full time
- Posted
- Nov 4
- 2 days ago
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Career path
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About the company
Leavitt Group
Insurance · 1,001 to 5,000 employees
What you'll do
- Service small to medium-sized commercial accounts and act as the primary day-to-day contact
- Maintain renewals, submit applications to carriers, negotiate pricing, and review quotes
- Process policy changes, endorsements, cancellations, binders, certificates, and invoices
- Prepare insurance proposals, summaries, and client documents
- Maintain accurate records in the agency management system
- Handle billing, premium collection, and account reconciliation
- Provide customer service, problem solving, and communication with clients, agencies, and carriers
- Mentor other CSRs and contribute to team operations
What you need
- Property & Casualty license
- 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
- 3+ years of commercial insurance experience (preferred)
Key skills
Property & Casualty licensecommunicationnegotiationorganizationalcustomer serviceMicrosoft WordExcelinternet applicationsgeneral office systems
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Perks
- Vision Insurance
- 401(k) with employer matching
- HSA and FSA options
- Paid sick leave
- vacation time
See full description on company page, apply now
Read the full posting here
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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