Precision Manufacturing Insurance Services

Commercial Insurance Customer Service Representative

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Precision Manufacturing Insurance Services is a SoCal -based niche broker focused on providing insurance products and services to precision manufacturers. We are rapidly growing and need a Client Services Representative that can grow with us.

Our culture is family oriented with a shared passion to protect the future of our clients. We strive to create an environment where insurance professionals want to come, make out vision their own and find the place and time of their greatest achievements and we reward them accordingly.

The Customer Service Representative’s role helps the Account Manager in the responsibility of client relationship/retention, including the pre-renewal process, marketing process, post renewal services and relationship building.

Responsibilities Include:

  • Day-to-day servicing needs of clients
  • Work with account managers to enhance client service and quality
  • Order endorsement changes requested by insured
  • Make policy changes in our systems
  • Create certificates, evidence of insurance, auto ID cards, etc.
  • Policy issuance
  • Request information to help complete the renewal process
  • Generate the appropriate documents


  • Minimum of 1-2 year experience in an Insurance Client Services Representative position
  • Current California Property & Casualty Insurance License
  • Strong customer service focus with excellent verbal and written communication skills to effectively interact with carrier and clients in English
  • Excellent data entry skills, organizational skills, listening skills, telephone skills
  • Proficient in MS Word, Excel, outlook
  • Experience using AMS360 is preferred
Job Information
  • Location:
    Santa Ana, California, 92705, United States
  • Job ID:
  • Posted:
    June 11, 2019
  • Position Title:
    Commercial Insurance Customer Service Representative
  • Company Name:
    Precision Manufacturing Insurance Services
  • Job Function:
    Broker/Agency, Clerical/Administrative/Support, Customer Service
  • Industry:
    Property/Casualty, Workers Compensation
  • Entry Level:
  • Job Type:
  • Job Duration:
  • Min Education:
    H.S. Diploma/Equivalent
  • Min Experience:
    1-2 Years
  • Required Travel:

About Precision Manufacturing Insurance Services

Precision Manufacturing Insurance Services is an aggressive and fast growing niche insurance brokerage focused on serving the manufacturing community. We have developed our own EXCLUSIVE commercial insurance program for manufacturers that no other brokerage can sell. Our program is typically 10-30% less premium than the common market. With a 95% retention rate, PMIS is constantly growing its book of business and now its employees. We have 4 offices across Southern California and are looking for some kick ass producers looking for a career.

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