Note: The job is a remote job and is open to candidates in USA. WalkerHughes Insurance is dedicated to putting people first, both clients and team members. They are seeking a detail-oriented Commercial Customer Service Agent to provide administrative and operational support to their Commercial Lines service team, focusing on backend account maintenance, document preparation, data management, and renewal support to ensure a seamless client experience.
Responsibilities
- Enter and maintain client and policy information within CRM and agency management systems
- Conduct data audits to ensure account accuracy and completeness
- Organize and maintain digital client files and supporting documentation
- Prepare policy summaries, certificates of insurance, endorsements, renewal packets, and related documentation
- Process policy changes and coverage updates accurately and efficiently
- Support renewal workflows by gathering documentation and coordinating updates with carriers
- Generate reports and materials to support renewals, presentations, and internal reviews
- Ensure client files and documentation meet compliance and regulatory standards
- Maintain organized records of certificates, policy summaries, and notices
- Run reports related to policy activity, renewals, and account maintenance metrics
- Support updates and consistency across CRM and agency management systems
- Provide administrative support to Account Managers, Account Executives, and Commercial Service leadership
- Assist with follow-up tasks, special projects, and operational initiatives
- Collaborate with internal teams to improve efficiency and maintain service standards
Skills
- Strong organizational, problem-solving, and communication skills
- High attention to detail with the ability to manage multiple priorities
- Proficient in Microsoft Office and CRM systems
- Associate degree preferred or equivalent experience
- 1–3 years of administrative or insurance support experience preferred
- Familiarity with Commercial Lines insurance and agency management systems a plus
Company Overview
WalkerHughes Insurance is a professional insurance company that is a pioneer in the insurance sector, providing advice and advocacy. It was founded in 2018, and is headquartered in Carmel, Indiana, USA, with a workforce of 51-200 employees. Its website is https://www.walkerhughes.com/.