Commercial Customer Service Representative - Lakeland or Orlando, Florida

Commercial Customer Service Representative

A reputable insurance agency with deep community ties is seeking a Commercial Customer Service Representative to join their team. This person will support the Commercial Lines department by assisting with new business leads, renewals, client service needs, and ensuring accurate data management. This is a client-facing position that requires strong communication, attention to detail, and a proactive service mindset. The agency operates with a values-driven culture focused on integrity, support, and inclusivity, offering a collaborative team environment, competitive compensation, and strong benefits.

What You'll Be Doing

New Business Assistance

• Manage incoming commercial insurance leads
• Collect necessary documentation and underwriting info
• Prepare applications and proposals
• Work closely with carriers and the commercial team on quotes

Client Service & Support

• Respond to calls/emails with professionalism
• Process policy changes and endorsements
• Issue and handle Certificates of Insurance (COIs)
• Assist clients with claims and billing inquiries

Renewal Process Support

• Help gather renewal documentation
• Update applications for remarketing
• Coordinate preparation and scheduling of review meetings

Administrative & Compliance Tasks

• Maintain accurate records in the agency management system
• Ensure documentation is uploaded and compliant with internal/external guidelines
• Support risk management and follow established protocols

Must-Have Qualifications

• 1-2+ years of experience in the insurance industry (commercial lines preferred)
• Active 4-40 or 2-20 license (or willingness to obtain)
• Strong communication, service, and follow-up skills
• High attention to detail with ability to manage multiple tasks
• Experience with COIs, endorsements, and carrier correspondence
• Familiarity with an Agency Management System (e.g., Nexsure or equivalent)

Nice-to-Have Skills

• Prior experience in Commercial Lines specifically
• Bilingual (English/Spanish)
• Knowledge of commercial coverages like General Liability, Workers Comp, BOP, Property, Auto, Umbrella