Commercial Lines Customer Service Representative

Commercial Lines Customer Service Representative (CSR)

WHA is seeking a skilled and experienced Commercial Insurance Customer Service Representative to join our team. As the CSR, you will manage a portfolio of commercial insurance clients, provide exceptional service, and maintain strong relationships with our clients and underwriters.

WHA offers competitive compensation and benefits packages and opportunities for growth and development within the company. If you are a highly motivated and experienced commercial insurance professional with a passion for excellence in service delivery, we encourage you to apply for this exciting opportunity.

Commercial Lines Customer Service Representative Enjoy:

• Onsite employee gym
• Fully stocked employee kitchen (fruits, veggies, snacks, and more)
• Incentivized wellness program with cash bonuses
• Paid Costco membership
• 2 weeks paid vacation and one week of PTO
• Robust health plan including medical, dental, vision, and more
• 401k with annual company match
• $2,500 sign-on bonus

Qualifications

• Three or more years of experience in commercial insurance account management or related role.
• Strong knowledge of commercial insurance policies, regulations, and underwriting processes.
• Excellent customer service and interpersonal skills, with the ability to build and maintain strong client relationships.
• Strong verbal and written communication skills, with the ability to communicate complex insurance concepts to clients.
• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Work independently and as part of a team.
• Proficient in Microsoft Office and insurance-related software applications; AMS360 experience preferred.

Essential Duties & Responsibilities

• Managed a book of commercial insurance accounts, ensuring client retention, growth, and profitability.
• Provide exceptional customer service, responding to inquiries, resolving concerns, and proactively identifying opportunities to enhance client relationships.
• Develop relationships with clients, insurance carriers, and other stakeholders.
• Evaluate and analyze client insurance needs and recommend appropriate coverage solutions.
• Prepare and present insurance proposals and renewal quotes to clients.
• Ensure compliance with company policies and regulations and maintain accurate records and documentation.
• Collaborate with other departments to resolve client concerns and inquiries as requested.
• Identify and pursue new business opportunities to grow the book of business, rounding out accounts as appropriate.

About WHA Insurance

WHA Insurance is right for you if you want to make a career out of helping individuals, families, and businesses protect and secure their futures. We are career-minded and work diligently to ensure our team members are positioned for long-term success. We believe in hard work, genuine customer service, and education—all critical to being the best in our industry.

WHA Insurance may be the perfect fit for you if:

• You are passionate about customer service and want to help individuals, families, and businesses secure and protect their futures.
• You are a self-starter who enjoys a fast-paced work environment.
• You are committed to bettering yourself through education, training, and experience.
• You have a strong sense of integrity.

WHA Insurance is an independently owned and operated agency that provides industry-leading insurance and risk management solutions nationwide, boasting a large team of industry-specialized agents.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to commute/relocate:

• Eugene, OR: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Commercial Insurance: 2 years (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person