Office Manager CSR

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)