Licensed CSR/Admin

Job Description

Job Description

We are a local insurance agency seeking a dependable, organized Part-Time Customer Service & Administrative Assistant to support our office approximately 10–15 hours per week.

This is a great opportunity for someone looking for a flexible part-time position who is organized, comfortable working with customers, and interested in learning the insurance business.

The position will initially focus on administrative and customer service support, including preparing customer mailings and renewal letters, answering incoming phone calls, organizing client information, and assisting with general office tasks.

Candidates who already hold an active Property & Casualty insurance license are preferred, but we are also willing to consider the right person who is willing to obtain their license within 60 days of hire.

Once licensed and trained, the position will expand to include direct access to our insurance systems and additional customer service responsibilities such as processing policy changes, preparing insurance quotes, reviewing policies and renewals, and assisting customers with billing and coverage questions.

This is not a commission-only sales position. It is a part-time customer service and administrative role with the opportunity to take on more responsibility as you become licensed and experienced.

Insurance experience is helpful but not required. We are looking for someone dependable, organized, comfortable speaking with customers, and willing to learn.

Responsibilities

Initial responsibilities will include:

Answering incoming telephone calls and assisting or directing customers appropriately

Preparing and processing customer mailings

Preparing renewal letters and other client correspondence

Updating and maintaining accurate customer information

Assisting with data entry and general administrative tasks

Following up on routine customer service items

Helping keep agency workflows organized and on schedule

Providing friendly, professional service to customers

Once Property & Casualty licensed and trained, responsibilities will expand to include:

Processing policy changes and customer service requests

Preparing auto, home and other personal insurance quotes

Reviewing existing policies and upcoming renewals

Assisting customers with billing questions and payment issues

Explaining basic policy information and coverage options

Communicating with insurance carriers regarding customer policies

Identifying potential coverage gaps or opportunities for additional coverage

Documenting customer interactions and maintaining accurate agency records

Assisting the agency with retention and renewal activities

Requirements

Available approximately 10–15 hours per week

Strong organizational skills and attention to detail

Comfortable speaking with customers by telephone, email and text

Professional, friendly and dependable

Good written and verbal communication skills

Comfortable learning new computer systems and working with multiple applications

Able to work independently and follow established procedures

Prior customer service or administrative experience preferred

Insurance agency experience is helpful but not required

Must currently hold an active Property & Casualty insurance license OR be willing to obtain one within 60 days of hire

Ability to maintain confidentiality and handle customer information professionally

Willingness to learn insurance products, agency procedures and carrier systems

Benefits

• Flexible Schedule
• Tuition Reimbursement