Commercial Lines Customer Service Representative

Panama Outsource Solutions is a growing nearshore outsourcing company that helps U.S. businesses succeed through exceptional customer service and business support. We provide both traditional call center services and a wide range of specialized back-office solutions for clients across multiple industries.

We're committed to creating a workplace where people enjoy coming to work. We offer a supportive team environment, approachable leadership, opportunities for career development, and a healthy work-life balance. We believe that when our employees thrive, our clients do too.

Join a company where your work makes an impact, your ideas are valued, and every day brings new opportunities to learn and succeed.

We?re looking for a Commercial Lines Customer Service Representative (CSR) with 2?3 years of commercial agency experience to support our clients from submission through policy issuance. This is a commercial property and liability insurance position. Candidates should have previous experience in this area.

You?ll prepare applications, compare coverage options, review policies, and keep account information up to date. Working closely with our sales team, you?ll help keep clients, carriers, and producers informed at every step.

Work from Home Eligible ? This position is eligible for work from home arrangements, subject to client approval. Employees must work a minimum of 90 days in the office before work from home can be approved. Arrangements are subject to hitting performance and attendance metrics, as well as meeting IT requirements. Work from home is a privilege, and not guaranteed.

Responsibilities :

- Prepare complete submissions. Gather underwriting information from clients and producers; complete commercial applications, supplemental forms, and ACORD forms, including 125, 126, 127, 130, 131, and 140. Order and review loss runs, schedules of values, property inspections, and replacement cost estimates.

- Market accounts and compare quotes. Submit business to admitted and E&S carriers through portals and wholesalers. Obtain multiple quotes per property and compare coverage, limits, deductibles, exclusions, and premiums. Follow up with underwriters on submissions and subjectivities through quoting and binding.

- Review and service policies. Check issued policies, binders, and endorsements against quotes and applications, and resolve discrepancies. Process endorsements, certificates of insurance, evidence of property, and mortgage/additional insured changes. Track renewals and begin remarketing 90?120 days before expiration.

- Keep account records current. Document client, carrier, and producer interactions in the agency management system (AMS) the same day. Maintain accurate records, attach quotes and policy documents, and keep tasks and suspense dates current so teammates can pick up an account.

- Keep the team informed. Provide daily updates on submissions, quotes, and outstanding items. Flag coverage gaps, missing information, and deadline risks early, and respond promptly and professionally to client and carrier inquiries.

Location

?Excellent attendance and punctuality?is?a MUST.??The position?is?full time in office in our?Calle 50 office, close to the Via Argentina metro station.?Please only apply to this position if you can regularly make the commute without issues.?


Requisitos:
- 2?3 years of experience as a CSR, account manager, or marketing assistant in a commercial lines property and casualty (P&C) agency.

- Prior experience in commercial property and liability insurance.

- Working knowledge of ACORD forms and commercial property, general liability, and umbrella coverages.

- Experience entering and documenting work in an AMS, such as Applied Epic, AMS360, HawkSoft, or EZLynx.

- Experience using carrier and wholesaler portals to submit and quote business.

- A high school diploma or equivalent. University degree is not required.

- Strong attention to detail, especially when comparing quotes and reviewing policy forms.

- The ability to organize multiple accounts and deadlines, with clear, timely written and verbal communication.

- Proficiency in Microsoft Outlook, Excel, and Word.


Beneficios - Competitive Salary
- Referral and Retention bonuses
- Free Private?Health and Life Insurance?provided?through?Palig?after 3 months?

- Monday- Friday. Only work 5 days a week!