Job Description

Job Description

Job Description

The Customer Service Representative (CSR) is an integral member of our team, responsible for delivering exceptional and professional insurance services to clients. This position supports clients, producers, insurance carriers and colleagues by responding to inquiries, resolving concerns, and performing essential service and marketing functions related to commercial insurance policies.

Annual Base Salary + Commission

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Work from Home

• Respond promptly and professionally to phone calls and written correspondence related to new or existing insurance policies.
• Provide client support for policy updates, payments, documentation requests, and general inquiries.
• Prepare and process endorsements accurately and in a timely manner.
• Review policy documents and audits for accuracy, coordinate corrections between client and carrier as needed.
• Issue certificates of insurance and evidence of property upon request.
• Monitor and follow up on policy cancellations per agency procedures.
• Invoice agency bill endorsements, audits, and cancellations. File and follow up on claims in accordance with agency protocols.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments and actions taken in the agency management system.
• Troubleshoot and resolve customer issues and concerns.
• Provide prompt, accurate and professional customer service.
• Build and maintain strong customer relationships.

• High School diploma or equivalent.
• Minimum 1-3 years customer service experience.
• At least 3 years of commercial lines insurance experience, with a focus on Property & Casualty products.
• Proficient in use of Microsoft Office Suite (Word, Excel, Outlook) and Adobe Acrobat Pro.
• Experience with Epic agency management software a plus.
• Active Property and Casualty insurance license required.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Demonstrate a professional, supportive and responsive manner with clients and colleagues.
• Excellent verbal and communication skills.
• High attention to detail and accuracy in all work.
• Adaptable to shifting priorities; capable of managing multiple tasks simultaneously.
• Ability to interact and maintain good working relationships.
• Ability to work well independently and in a team environment.
• Effective at identifying issues and recommending appropriate solutions.
• Maintains confidentiality of all sensitive and proprietary information.
• Strong computer literacy and data entry skills.

Job Tags

Similar Jobs