[Remote] Commercial Customer Service Agent

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.ResponsibilitiesEnter and maintain client and policy information within CRM and agency management systemsConduct data audits to ensure account accuracy and completenessOrganize and maintain digital client files and supporting documentationPrepare policy summaries, certificates of insurance, endorsements, renewal packets, and related documentationProcess policy changes and coverage updates accurately and efficientlySupport renewal workflows by gathering documentation and coordinating updates with carriersGenerate reports and materials to support renewals, presentations, and internal reviewsEnsure client files and documentation meet compliance and regulatory standardsMaintain organized records of certificates, policy summaries, and noticesRun reports related to policy activity, renewals, and account maintenance metricsSupport updates and consistency across CRM and agency management systemsProvide administrative support to Account Managers, Account Executives, and Commercial Service leadershipAssist with follow-up tasks, special projects, and operational initiativesCollaborate with internal teams to improve efficiency and maintain service standardsSkillsStrong organizational, problem-solving, and communication skillsHigh attention to detail with the ability to manage multiple prioritiesProficient in Microsoft Office and CRM systemsAssociate degree preferred or equivalent experience1–3 years of administrative or insurance support experience preferredFamiliarity with Commercial Lines insurance and agency management systems a plusCompany OverviewWalkerHughes 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/.