Commercial Lines Customer Service Agent

Leavitt Group

. Work with the Account Manager to provide timely and professional client service .

Posted 11/6/2026full-timeRemote • Utah • United StatesMid-LevelSenior💰 $50,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client service skills and effective communication abilities, with a solid understanding of insurance products and processes. Proficient in managing client correspondence and maintaining organized client files within an agency management system.

Highest-signal resume keywords

Property Insurance LicenseCasualty Insurance LicenseInsurance Rating KnowledgeUnderwriting KnowledgeClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Product KnowledgeClaims ProcessingCertificate ProcessingCustomer Correspondence ManagementAgency Management System Proficiency

Soft Skills

ProfessionalismEffective CommunicationTimely Response to Inquiries

Tools & Technologies

Agency Management SystemHigh-Speed Internet Connection

Certifications & Qualifications

Property Insurance LicenseCasualty Insurance License

Industry Keywords

Client ServicePolicy ChangesRenewal CertificatesInsurance ID CardsCancellation Requests

About the role

Key responsibilities & impact

Work with the Account Manager to provide timely and professional client service
Develop knowledge of assigned accounts and meet department standards for client service, professionalism, and work attitude
Process emails in agency inboxes and route renewal-related emails to the Account Manager
Respond promptly to customer inquiries regarding policy changes
Place certificate requests in the appropriate folder or process them when needed
Assist the Account Manager with marketing during marketing and quotation processes
Assist clients and policyholders with filing claims or making claim updates
Process renewal certificates
Process customer correspondence, certificates of insurance, binders, cancellation requests, insurance ID cards, and internal correspondence
Set activities and follow-ups and maintain consistent client files in the agency management system
Fulfill other assigned duties

Requirements

What you’ll need

High School diploma or general education degree (GED)
Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, company personnel, and others
Possess current Property, Casualty Insurance License
Basic knowledge of Insurance products
Knowledge of insurance rating and underwriting
Must have an ergonomic desk and chair
Desk large enough for two large monitors and laptop
Quiet workspace able to support conversations without background noise
High-speed internet connection of 50MB Up and Down or higher
Wired internet connection in the workspace

Benefits

Comp & perks

Health Insurance
Dental and Vision Insurance
401(k) with matching employer contributions.
HSA and FSA
Paid sick and vacation leave
Laptop provided by Leavitt