The Customer Service Representative (CSR) is responsible for delivering exceptional service to clients by assisting with policy inquiries, processing changes, and supporting the agencys sales and retention efforts. This role requires strong communication skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environmen
Salary Range: $20.00 - $30.00 per hour
Hourly Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Retirement Plan
Mon-Fri Schedule
Hands on Training
Responsibilities
Key Responsibilities
Provide prompt, professional, and courteous service to clients via phone, email, and in person
Assist clients with policy changes, billing questions, coverage explanations, and claims support
Process endorsements, renewals, certificates of insurance, and other policy-related requests
Review policies for accuracy and completeness
Follow up on pending transactions and client requests to ensure timely resolution
Support producers/agents with quoting and cross-selling insurance products (Auto, Home, Life, Commercial, etc.)
Maintain accurate and up-to-date client records in the agency management system
Assist in retention efforts by addressing client concerns and improving overall customer experience
Previous customer service experience (insurance experience preferred)
Active Property & Casualty license (or willingness to obtain)
Strong verbal and written communication skills
Excellent organizational skills and attention to detail
Ability to multitask and prioritize workload effectively
Proficiency in Microsoft Office and agency management systems
Bilingual (English/Spanish) is a plus