Commercial Customer Service Representative (CSR) - Lakeland or Orlando, Florida

Title: Commercial Customer Service Representative (CSR)

A well-established, values-driven insurance agency in Central Florida is seeking a Commercial Customer Service Representative (CSR) to join its commercial lines team. This client-facing role supports new and existing commercial clients, assists account managers and leadership, and helps ensure smooth daily operations. The ideal candidate has strong communication skills, attention to detail, and experience in commercial insurance servicing.

Location: Lakeland or Orlando, Florida
Status: Full-Time
Relocation: Assistance may be considered for the right candidate
Salary: To be discussed with a Bryant Staffing Solutions Recruiter
Bonus: Potential performance-based incentives
Visa Support: Not Available

Key Responsibilities

New Business Processing

• Handle and organize incoming commercial insurance leads
• Assist in collecting underwriting data and client documents
• Prepare application submissions for quoting and proposal stages
• Collaborate with carriers and account managers throughout the quoting process

Client Support & Service

• Respond to client inquiries via phone and email with professionalism and care
• Process endorsements, policy changes, and updates efficiently
• Issue and manage Certificates of Insurance (COIs) in a timely manner
• Support billing inquiries and facilitate communication with carriers on claims

Policy Renewals

• Collect renewal data and assist with re-marketing efforts
• Update client files and prepare documentation for account reviews
• Help coordinate renewal meetings and client outreach

Administrative Compliance

• Maintain accurate records in the agency's management system (AMS)
• Ensure documentation meets regulatory and internal standards
• Adhere to agency procedures to support E&O compliance

Candidate Profile

Required

• 1-2+ years of experience in insurance (commercial preferred)
• Florida 4-40 or 2-20 insurance license, or willingness to obtain
• Proven ability to issue COIs, process policy changes, and handle client communication
• Familiarity with agency management systems such as HawkSoft, EZLynx, or Applied
• Strong attention to detail and multitasking capabilities

Preferred

• Bilingual (English/Spanish) a plus
• Knowledge of commercial coverages (General Liability, Workers Comp, BOP, Auto, Umbrella)
• Previous experience specifically supporting commercial lines accounts