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Commercial Insurance Customer Service Representative

What Is a Commercial Insurance Customer Service Representative and How to Become One

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What Is a Commercial Insurance Customer Service Representative?

A commercial insurance customer service representative works in the commercial unit of an insurance provider. In this position, you assist business customers with policy quotes, needs analysis, insurance applications, and coverage renewals. You are the primary contact for current clients and potential customers who have questions or concerns about insurance policies offered by your company. Other job duties may include processing audits and loss-runs, which document all claims activity on an account.

How To Become a Commercial Insurance Customer Service Representative

The minimum qualifications to become a commercial insurance customer service representative include a high school diploma and knowledge of sales and the insurance industry. Some employers prefer candidates with an associate or bachelor’s degree. Acquire an entry-level position in an insurance company to learn the different kinds of policies offered how to discuss insurance needs with customers. You may also start out in customer service or sales and move into insurance once you have gained some experience.

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