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Commercial Lines CSR III Print this page


Under the direction of the Commercial Lines CSR Supervisor, to provide Commercial Lines support in obtaining, maintaining, expanding, and servicing accounts.

Action Steps

  1. Rate and quote new and renewal Commercial Lines risks, as assigned. 
  2. Screen, place, and process Commercial Lines applications, as assigned. 
  3. Review applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines. 
  4. Prepare samples of policies, endorsements, binders, and certificates, as assigned. 
  5. Prepare and authorize ID cards for Auto clients when necessary. 
  6. Initiate, screen, and prepare endorsement requests on Commercial Lines. 
  7. Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on. 
  8. Process cancellation requests. 
  9. Rate and compute endorsement, cancellation, additional, or return premiums. 
  10. Review company-produced policies and endorsements for accuracy, as assigned. 
  11. Prepare input form (code slip) to get data into the computer system. 
  12. Keep up to date on rate, form, and coverage changes through bulletins and circulars, and maintain Commercial Lines manual and rate book. 
  13. Compute and type premium finance contracts as needed. 
  14. Take claim reports and maintain claim files on clients handled. 
  15. Participate in seminars and classes for skill and knowledge development. 
  16. Break down incoming underwriting mail. 
  17. Type and process bonds, endorsements, and cancellations. 
  18. Perform other duties as required. 


  1. Authorize Commercial Lines coverage binding within authority granted by the carrier. 
  2. Contact carriers as needed. 
  3. Contact producers as needed. 
  4. Maintain client files and make client contacts as needed.  

Job Charter Measurement Standards 

  1. Submit required reports to Commercial Lines CSR Supervisor in a timely manner. 
  2. Adhere to and comply with established agency procedures. 
  3. Adhere to standards of performance for service. 
  4. Obtain two expiration dates per week. 
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