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Commercial Insurance Customer Service Rep (Admin / Clerical)

Summit Insurance Group - Huntersville, NC

Job Snapshot


Travel - None

Experience - At least 2 year(s)

Degree - 2 Year Degree

Competitive Wages and Benefits Included


Admin - Clerical, Customer Service

Relocation - No


Job Description

Summit Insurance is a growing Independent Insurance Agency in the Huntersville/Lake Norman area focusing on Property & Casualty insurance, and has been a leader in the industry since 1995. We are a family-run agency with a great office atmosphere for an experienced Commercial Account Manager.

Some of the commercial carriers we represent are Erie, Hartford, Nationwide, Travelers, Frankenmuth, Liberty Mutual, Stonewood, Accident Fund, Employers Mutual, Progressive, State Auto, Amtrust, Builders Mutual, C.N.A., Penn Lumbermans, Zenith, Philadelphia Insurance and more.

Out of 100+ insurance agencies in the Charlotte area, Summit Insurance Group is one of only three agencies to receive the prestigious F.W. Hirt Quality Agency Award from The Erie. This award is presented to the agency that best exemplifies the attributes that embody The Erie ideals. The award is based on the agency's book of business, commitment to Policyholders, history of service and spirit of cooperation.

We are in need of a licensed Commercial Customer Service Representative with at least two years prior experience. Our primary focus is being the best we can be for our clients and would expect any prospective employee to feel the same. While this position is centered more on servicing our existing clients, the ability to cross-sell to prospective clients is also important.



1. Completes applications to appropriate carriers; follows up to ensure timely receipt of quotations and policies.

2. Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

3. Prepares summaries of insurance, schedules and proposals according to agency procedures.

4. Reviews audits of policies; verifies accuracy and facilitates corrections, as needed between client and carrier. 

5. Verifies policy and policy change information, facilitating corrections when necessary.

6. Identifies exposure to loss and recommends appropriate coverages

7. Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status according to agency procedures

8. Other duties as assigned


Working Conditions:

Fast-paced environment with live telephones daily. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.


Benefits and Compensation:

• Very competitive base salary

• Medical Insurance

• Short Term Disability

• Dental Insurance

• Simple IRA


If you meet our requirements, we would like to talk to you.

Job Requirements

1. Current P&C License

2. College Degree or equivalent

3. Analytical Skills

4. Professional phone etiquette

5. Team player

6. Time management skills

7. MUST live within 25 miles of our Huntersville, NC office

8. Experience with AMS360 insurance management program is beneficial

9. Detail-oriented and able to multi-task proficiently

10. Strong verbal and written communicator

11. Meticulous work ethic


Our Location

Summit Insurance Group

108 N. Statesville Rd.
P.O. Box 2485
Huntersville, NC 28070
Main office: 704-659-2141
Toll free: 888-745-4634

Our Providers


ALWAYS the best customer service, I have been with Summit for years and no one--I mean no one--is better than Fiona and the Summit team with handling all your insurance needs. They go above and beyond.
Brian Terrell
I went over everything with my husband and he wanted me to thank all of you there for such great communication and care getting us set up. Our frustration with XXXX (carrier named) had reached somewhat of a volatile state. We look forward to a great relationship with Summit and all concerned. Have a great rest of your week.
Carolyn, Office Manager KCG Solutions
I've had Erie for a fair amount of time; however, I don't stay because of their policy offerings or pricing, I much like my parents whom have been with Erie for 25 or 30 years, stay because people like you are always ready to jump in and get things done. No matter the outcome, I very much appreciate your continuous effort.
Jared F.
I love this new insurance group. Excellent customer service! I’m glad we moved our business to Summit.
I am glad I was able to get a hold of you so easily using your webpage.
John N.
Thank you very much for your prompt attention to this and more importantly, getting it done!!! I should have called you sooner.
Jon T.
Thank you so much for your help in this matter. You are always so kind and very helpful!
Heather R.
You were wonderful to work with and I really appreciate the quick response to my request.
Charles L.
I am certainly glad that I made the switch to Summit Insurance and am especially happy that you are my agent.
Doug M.
You always do a great job, and I appreciate it.
James N.
There are no easy choices below; which at least tells me we have a great policy. I credit that to you, so thanks for all your diligence in helping us to put these together originally!
Andrew K.
It is great to have someone help you with such quality and kindness.
Nellie R.
I keep my personal lines insurance at Summit because of Fiona's thorough and meticulous care of my policies. She's quick with responses and always with the utmost care! She dots all her I's and crosses all her T's. I never worry that she leaves any stones unturned. She's completely objective and professional when it comes to her work. I truly appreciate that. Your office has an eye for hiring the best agents and Fiona certainly stands out above all. I just wanted to give credit where credit is due and thank you for all the professional services that your office has provided.
Vada P.
As a 4 time winner, for all 4 years we’ve been in the market keep doing what you’re doing!!! Obviously your clients appreciate you.
Five Star Professional
April , Thank you so much for your help these past two weeks. Getting the Mustangs onto a collector car type of policy like Hagerty offers has been on my to-do list for a number of years. Fortunately I haven't had to make a claim in that time...but unfortunately I've been missing out on the savings. Nevertheless as soon as I mentioned the idea to you and you told me you underwrite for Hagerty I was very interested in pursuing it. You made the transition seamless and provided significant savings while improving the coverage on my beloved Mustangs. I very much appreciate your assistance!!
Troy R.
Quick note to say thanks for your assistance on dealing with my recent car repair – the adjuster – all that. You were very helpful, responsive and couldn't have done it without you. Thanks so much!
Mary J.