Customer Service Representative

Job Description

Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off

We are an independent insurance agency focused on building long-term relationships with our clients by providing personalized service and competitive coverage options. We’re a casual office environment with a supportive team that values efficiency, accountability, and great client service.

Position Overview:
We are looking for a highly organized and detail-oriented Customer Service Representative (CSR) to join our team. This role is centered around working with existing clients—reviewing policy renewals, remarketing coverage options, and ensuring each client is getting the best value available.

Key Responsibilities:

• Review and discuss upcoming policy renewals with clients
• Re-market policies across multiple carriers to ensure competitive pricing and coverage
• Rewrite policies when a better option is identified
• Process policy endorsements and updates
• Maintain consistent follow-up on tasks until completion
• Communicate professionally and clearly with clients via phone, email, and in person
• Build and maintain strong client relationships

Qualifications:

• Preferred: At least 1 year of insurance experience
• Open to candidates without insurance experience if they have a strong background in customer service, account management, or administrative roles
• Highly organized with the ability to manage multiple tasks in a fast-paced environment
• Strong communication skills (both written and verbal)
• Detail-oriented with excellent follow-through

Licensing Requirements:

• Active Property & Casualty license preferred
• If not currently licensed, must obtain within 90 days of employment (reimbursement provided)

What We’re Looking For:

• Someone who takes ownership of their work and follows tasks through to completion
• A proactive, dependable team player
• Professional and confident communicator with clients
• Comfortable working in a fast-paced environment

Compensation & Benefits:

• Competitive pay (based on experience)
• Paid Time Off (PTO)
• 401(k)
• Licensing reimbursement (if applicable)
• Casual office environment