Licensed 220 or 440 Insurance Customer Service Representative
James J Mchugh Insurance
Job Description
Job Description
Mchugh Insurance is seeking a proactive, licensed 440 Customer Service Representative (CSR) to join our growing team, specializing in personal lines insurance. The role is ideal for someone who is detailed-orientated, dependable, and brings a positive, upbeat attitude with excellent communication and relationship-building skills. The right candidate will be comfortable working with upscale clientele over the phone and delivering a polished, high-quality service experience.
Responsibilities include:
- Respond to incoming quote requests for auto, home, condo, boat, and umbrella policies; provide accurate, competitive quotes and bind coverage efficiently.
- Service existing accounts by handling policy changes, endorsements, and client inquiries with professionalism and clarity.
- Review renewals, proactively reach out to clients to maintain retention, and identify opportunities to offer additional products.
- Maintain accurate, organized, and up-to-date client records within the agency management system.
Qualifications
- Active 440 CSR License required.
- Strong communication and interpersonal skills with a client first mindset.
- Positive, professional demeanor with the ability to build rapport quickly.
- Comfortable working with high-end clients and maintaining a high standard of service.
- Previous insurance agency experience a must.
A close-knit team of agents focused on growing and maintaining a high-end Property & Casualty book of business.
Company Description
A close-knit team of agents focused on growing and maintaining a high-end Property & Casualty book of business.
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