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Office Manager CSR

Alfa Insurance - The Payne Agency

Job Description

Job Description

Benefits:

  • Bonus based on performance
  • Competitive salary
  • Employee discounts
  • Free food & snacks
  • Paid time off
  • Training & development
The CSR serves as a piece of the operational backbone of our agency, responsible for client servicing, policy lifecycle management, and retention. 

Core Responsibilities

Client Service & Retention

  • Manage inbound service requests (endorsements, billing, coverage questions) 
  • Process policy changes, renewals, cancellations, and reinstatements 
  • Remarket policies to maintain competitive coverage and pricing 
  • Handle claims intake and provide client guidance through claims process 
  • Maintain client relationships via consistent communication
Policy & Carrier Management

  • Quoting and binding across multiple carriers (personal lines and/or commercial lines) 
  • Ensure accuracy of applications, documentation, and underwriting submissions 
  • Maintain compliance with carrier guidelines and underwriting standards 
  • Build working relationships with carrier underwriters and reps 
Administrative & Operational Support

  • Maintain AMS (Agency Management System) data integrity 
  • Manage policy documentation, e-signatures, and file compliance 
  • Assist with marketing support (renewal reviews, cross-sell campaigns) 
Qualifications

  • Active Property & Casualty Insurance License, or willing to obtain (Georgia required) 
  • 1–3+ years insurance service experience preferred 
  • Strong organizational and multitasking capabilities 
  • High attention to detail and compliance awareness 
  • Client-first communication style
  • High School Diploma
  • Valid Driver's License (Georgia)
Vacancy posted 4 days ago
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