Insurance Commercial Lines Account Representative
Job Description
Job Description
We are seeking a highly analytical, detail-focused professional who performs best in a structured, predictable environment and communicates in a clear, direct, and factual manner.
Taylor-Moore Agency is looking for a Commercial Lines Customer Service Representative who thrives in methodical workflows, values consistency, and takes pride in executing work accurately and systematically.
Even if your experience does not align perfectly with every qualification listed, we encourage you to submit an application. We consider a combination of skills, potential, and overall fit when evaluating candidates.
This Role Is Ideal for Someone Who:
Is naturally analytical and objective in decision-making
Communicates in a straightforward, concise, and professional manner
Is socially capable and approachable, but does not require constant interaction
Works well independently for extended periods of time
Prefers predictable schedules and clearly defined procedures
Is comfortable with routine, process-driven work
Maintains composure during interruptions and client disruptions
Finds satisfaction in precision, compliance, and doing things correctly
This is a structured role with limited ambiguity. Success comes from consistency, attention to detail, and disciplined execution.
Work Environment & Expectations
Structured, systematic workflow
Methodical and stable environment
High attention to detail required daily
Routine and repetitive processes
Significant client interaction
Requires strong mental stamina and sustained concentration
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Disability Insurance
Life Insurance
Retirement Plan
Licensing Support
Ongoing Training
Career Growth Opportunities
Professional, Structured Team Environment
Fun & Friendly Co-workers
Hands on Training
We Help With Getting Licensed
Responsibilities
Managing commercial lines accounts with a high level of accuracy
Processing endorsements, renewals, cancellations, audits, and policy changes
Ensuring compliance with carrier guidelines and internal procedures
Maintaining detailed and organized client documentation
Communicating clearly and professionally with clients and carriers
Executing assigned tasks systematically and within established workflows
Most tasks are predictable and scheduled. However, this role requires responsiveness when disruptions occur and the ability to maintain focus despite frequent interactions.
Requirements
Minimum 5 years of professional office or customer service experience
Demonstrated ability to perform detail-oriented, process-driven work
Strong written and verbal communication skills (clear, direct, professional)
Ability to manage routine responsibilities with consistency and accuracy
Comfort working independently without constant supervision
Willingness to obtain a Property & Casualty License within 6 months (agency will support and pay for licensing)
Nice to Have
Active Property & Casualty License
Previous commercial insurance experience
Experience with agency management systems
Background in compliance-heavy or documentation-focused roles
Strong analytical or technical aptitude
Important
This is an in office, full time position.
To move forward in the hiring process, you must complete the assessment.