Licensed Property & Casualty CSR

Licensed Property & Casualty Customer Service Representative (CSR)

Location:


Raleigh, NC (Fully In-Office)

Position Summary

We are seeking a detail-oriented and customer-focused


Licensed Property & Casualty Customer Service Representative (CSR)


to join our client's team in Raleigh, NC. This fully in-office role plays a critical part in supporting both clients and the insurance team by delivering exceptional service, managing policy needs, and ensuring a smooth client experience.

The ideal candidate will have a solid understanding of Property & Casualty (P&C) insurance products, strong communication skills, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Customer Support

• 
  Respond promptly to client inquiries regarding
  
  
  auto, home, renters, commercial property, and liability policies
  
  
  
  



• 
  Clearly explain coverage details, deductibles, limits, billing inquiries, and claims processes
  
  



• 
  Resolve customer questions and concerns professionally with a focus on customer satisfaction and retention
  
  

Policy Servicing

• 
  Process policy transactions including
  
  
  endorsements, renewals, cancellations, reinstatements, and rewrites
  
  
  
  



• 
  Review applications and supporting documentation for accuracy and completeness
  
  



• 
  Prepare quotes, proposals, and required documentation for both new and existing business
  
  

Claims Assistance

• 
  Provide
  
  
  First Notice of Loss (FNOL)
  
  
  support and guide clients through the claims process
  



• 
  Communicate and coordinate with carriers and adjusters to ensure timely updates and resolution
  
  

Documentation & Compliance

• 
  Maintain accurate and up-to-date records within the agency management system
  
  



• 
  Ensure compliance with
  
  
  state regulations, carrier guidelines, and internal policies
  
  
  
  



• 
  Handle sensitive client data with discretion, professionalism, and confidentiality
  
  

Carrier & Team Collaboration

• 
  Work directly with insurance carriers to address underwriting questions, policy clarifications, and service issues
  
  



• 
  Support producers/agents with administrative tasks and customer follow-up
  
  



• 
  Assist with
  
  
  renewal reviews, account rounding, and identifying cross-sell opportunities
  
  
  
  

Required Qualifications

• 
  Active
  
  
  Property & Casualty Insurance License
  
  
  (North Carolina required) OR willingness to obtain within 3 months of starting
  



• 
  2-3 years of experience in
  
  
  insurance or customer service
  
  
  (P&C strongly preferred)
  



• 
  Strong verbal and written communication skills with the ability to explain complex information clearly
  
  



• 
  Excellent organizational skills with the ability to
  
  
  multitask and prioritize effectively
  
  
  
  



• 
  High attention to detail and problem-solving capabilities
  
  



• 
  Proficiency with agency management systems such as
  
  
  Applied Epic, Vertafore, or AMS360
  
  
  
  

Preferred Qualifications

• 
  Prior experience in an independent agency environment
  
  



• 
  Experience handling both
  
  
  personal and small commercial lines
  
  
  
  



• 
  Familiarity with multiple carrier platforms
  
  

Work Environment

• 
  Fully in-office position located in Raleigh, NC
  
  



• 
  Collaborative, team-oriented atmosphere with a strong focus on client service
  
  



• 
  Standard office setting with regular interaction with clients, team members, and carrier partners
  
  

Why Join Us

• 
  Consistent weekday schedule with
  
  
  early Friday close
  
  
  
  



• 
  Opportunity to grow within a supportive and professional insurance team
  
  



• 
  Hands-on role with strong client interaction and impact
  
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.