Commercial Lines Customer Service Representative (CSR)
Trucking | Transportation | Commercial Auto | Fleet Insurance
At FSB GROUP LTD., we believe great businesses are built on great relationships. We're proud to foster a supportive, collaborative workplace where employees are valued, and relationships matter. As our business continues to grow, we're looking for a motivated, client-focused insurance professional to join our team.
We're currently seeking a RIBO-licensed Commercial Lines Customer Service Representative with experience in trucking, transportation, commercial auto, and/or fleet insurance.
If you thrive in a fast-paced brokerage environment, take pride in delivering exceptional service, and understand the importance of building lasting client relationships, we'd love to hear from you.
The Opportunity
You'll play an important role in servicing and retaining a portfolio of commercial clients, with a focus on the unique insurance needs of the trucking and transportation industry.
We're looking for someone who brings commercial lines experience, strong organizational skills, and a proactive approach to client service. Experience with trucking, fleet, and transportation risks will be a definite asset.
Responsibilities
- Provide exceptional day-to-day customer service to our commercial clients by taking inbound calls and promptly responding to clients’ requests.
- Process policy changes, endorsements, and renewals efficiently.
- Prepare submissions, applications, proposals, and certificates of insurance.
- Review policy and renewal documents for accuracy prior to delivery to clients.
- Maintain professional relationships with insurers and underwriters.
- Collaborate with and support producers in all aspects of account management & client service.
- Handle inbound & outbound calls, submissions, and mail/emails promptly and professionally.
- Conduct client reviews to ensure coverages meet clients’ needs and underwriting guidelines.
- Identify and cross-sell additional insurance products at every opportunity while adhering to underwriting guidelines.
- Foster client loyalty through attention to detail and strong relationship building.
- Stay current on all company procedures and industry changes.
Qualification
- Currently holds a RIBO license in good standing.
- 2+ years of commercial Lines account management/service experience with a brokerage
- Experience with trucking, transportation, commercial auto, or fleet insurance
- Familiarity with Power Broker (considered an asset).
- Being in a fast-paced, multifaceted environment brings out the best in you. You consistently prioritize efficiently, enabling you to exceed client expectations.
- Working collaboratively and building relationships come easily and are key parts of what has made you successful in your past roles.
Required Skills
- Communicate effectively with clients, both verbally and in writing.
- Demonstrate excellent interpersonal, organizational, and time‑management skills.
- Function effectively in a fast‑paced, multi‑faceted environment.
- Maintain a positive attitude and contribute as a strong team player.
- Apply strong analytical and decision‑making abilities.
- Adapt quickly and effectively to change.
- Demonstrate proficiency in BMS and Microsoft applications.
- Support the Broker/Producer by acting as a liaison with insurance companies, clients, and other stakeholders as required.
Compensation package
- Paid vacation
- Paid Personal/sick days
- Competitive compensation package
- Salary Range of $60,000 - $90,000
- Reciprocal days
- Group Benefits
- Growth within the company
- Business casual attire
- Company events
- Community involvement
This position is currently vacant and open to qualified applicants.
AI Disclosure Statement
We use AI-enabled tools to help screen, assess, and/or select applicants for this role (e.g., skills matching and interview scheduling support). All hiring decisions include human review.
Equal Opportunity Statement
FSB GROUP LTD. is an equal opportunity employer and welcomes applications from all individuals. Applicants selected for an interview will be asked whether specific accommodations are needed to support a personal disability.
