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Posted August 17, 2026

Commercial Lines Customer Service Representative Assistant

Brosky Insurance Agency Inc
Allentown, PA, US Full Time

Job Description

Job Description

Objective: Under the direction of the commercial lines manager, provide commercial lines support and

assistance to producers, CSR's and the marketing specialist.

Position Authority:

1. Provide assistance and support in furtherance of commercial lines department and the agency as a whole.

2. Contact carriers as required and answer correspondence in a timely manner.

3. Maintain professional and courteous relationship with producers and assist with servicing of accounts.


Benefits

Mon-Fri Schedule


Responsibilities
  • Process daily mail for assigned accounts and deliver to CSR's.
  • Check carrier websites daily and process any documents to be given to CSR's.
  • Answer and process telephone requests.
  • Process billing and cancellation request according to agency operating procedures - call, follow up and prepare weekly Notice of Cancellation list and end of month cancellation list.
  • Assist CSR's and producers with customer billing questions.
  • Process Audit letters for Non-Compliant Audits.
  • Process and prepare commercial renewals for review.
  • Process Drivers List requests and process changes after returned.
  • Assist producers with Driver Exclusions.
  • Purge all accounts over 2 years and file appropriately.
  • Filing customer files.
  • Manage prospect files.
  • Manage prospect leads and mailing of post cards.
  • Scan Erie certificates to Erie weekly.
  • Assist in clerical activities associated with commercial lines department.
  • Photocopying, faxing, and scanning daily.
  • Prepare renewal binders for producers.
  • Order loss runs when requested.
  • Print labels for files and envelopes.
  • Stock supplies in commercial lines department.
  • Process renewal, new business and final audit letters.
  • Participate in and successfully complete education programs as requested by the agency manager.
  • Perform other duties as requested.

Requirements
  1. Submit reports to agency manager in a timely manner.
  2. Adhere to and comply with established agency procedures.
  3. Adhere to standards of performance for service and account development

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