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Insurance Commercial Lines Customer Service Agent

First United Bank Insurance Solutions | Moore, United States | Posted July 02, 2026

Position Overview

Job Description

SUMMARY

The Commercial Lines Customer Service Agent – Small Business performs the essential functions of the position, which include supporting the agency sales team and agency renewal and new business service teams. They will optimize small business renewals through managing the small business renewal process and nurturing client relationships. This position must meet sales, service, and quality standards adopted by the agency.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

1. Service Commercial Lines Book of Business

  • Endorsements
  • Billing/payments (invoice transactions, record payments, prepare finance agreements)
  • Claims
  • Create new/renewal business submissions
  • Loss runs (create letters, order loss runs / obtain/order experience modifiers)
  • Gather & help complete supplemental applications & supporting documentation
  • Issue certificates, evid...
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