Purpose: The purpose of this job description is to outline the specific duties and responsibilities involved in the processing of Commercial and Personal Lines Business.

The CSR is responsible for assisting the Producer in providing continuous service to insureds. Through servicing, develop a thorough knowledge of the accounts, becoming a liaison between the insured and the other departments within your agency.


  1. Review and implement processing procedures in order to:
    1. Incorporate the capabilities of  our modern systems into your daily work flow
    2. Streamline your work flow
  2.  Follow agency procedures for processing:
    1. New business
    2. Renewals
    3. Endorsements
    4. Cancellations
    5. Audits
    6. Reporting forms
  3. Maintain a current knowledge of insurance coverages and exposures and their available markets.
  4. Assist Producer in coordinating with marketing during the marketing and quotation process.
  5. Review applications and policies to identify and target new business lines for existing insureds.
  6. Research and answer insured’s questions regarding coverages in a timely manner..
  7. Provide full servicing of your insured’s account.
  8. Licensed for Property and Casualty

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