Customer Service Representative - Medical Supply Job at TechMind RPO Private Lim

Position Overview 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 is a vital client-facing role that supports both new and existing commercial clients, while ensuring smooth daily operations. The ideal candidate will have strong communication skills, be detail-oriented, and bring experience in commercial insurance servicing. This role supports account managers and leadership, and is the first point of contact for many commercial clients. 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