Customer Service Representative

Who are we? Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated A Excellent by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experienceplus technologyto give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growthand invite a diversity of motivated achievers to come, learn, work, create, growand succeedwith Colonial. Position Overview We are seeking high-energy, customer-focused Customer Service Representatives for our Surety, Fidelity, and Insurance Departments . This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in customer relationship building . You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience . No prior insurance experience is requiredjust a strong work ethic, excellent communication skills, and a drive to succeed! Key Responsibilities Customer Service & Sales Support: Engage with clients via phone and email , providing top-notch service and assistance. Educate potential customers on Business Bonds & Insurance Products , helping them navigate their options. Proactively follow up on leads and in-progress applications to drive sales conversions. Maintain accurate customer records and interactions in the CRM system . Collaborate with internal and external teams to streamline processes and improve customer experience . Administrative Responsibilities: Process and track applications, renewals, and policy updates . Ensure accurate data entry and maintain organized client records. Assist in preparing reports, documentation, and client communications . Support the team with invoicing, follow-ups, and other administrative tasks . Qualifications & Skills ? Experience: 0-2 years in customer service, sales support, or administrative roles . Prior experience working in a CRM system is highly preferred. Office environment experience is highly preferred (familiarity with office functions, basic technology, proper attire and conduct). ? Skills & Competencies: Strong verbal and written communication skills comfortable with a high-volume phone role . Driven, self-motivated, and eager to grow in a sales-oriented environment . Detail-oriented with strong organizational and problem-solving skills . Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Access) . Ability to multi-task, prioritize, stay organized and meet deadlines efficiently . Familiarity with Access and viewing/navigating files. Able to manage and create sales reports on policy purchases and premiums to track sales effectiveness. ? Education & Certifications: Bachelors Degree Schedule: Monday through Friday, 8:30 AM 5:30 PM (in-office) Dress Code: Business attire required Benefits Include: Health insurance 401(k) plan Paid Time Off (PTO) Paid sick days Colonial Surety Company