Customer Service Representative

Who are we?

Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated A Excellent by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experienceplus technologyto give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growthand invite a diversity of motivated achievers to come, learn, work, create, growand succeedwith Colonial.

Position Overview

We are seeking high-energy, customer-focused Customer Service Representatives for our Surety, Fidelity, and Insurance Departments . This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in customer relationship building . You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience . No prior insurance experience is requiredjust a strong work ethic, excellent communication skills, and a drive to succeed!

Key Responsibilities

Customer Service & Sales Support:

• Engage with clients via phone and email , providing top-notch service and assistance.
• Educate potential customers on Business Bonds & Insurance Products , helping them navigate their options.
• Proactively follow up on leads and in-progress applications to drive sales conversions.
• Maintain accurate customer records and interactions in the CRM system .
• Collaborate with internal and external teams to streamline processes and improve customer experience .

Administrative Responsibilities:

• Process and track applications, renewals, and policy updates .
• Ensure accurate data entry and maintain organized client records.
• Assist in preparing reports, documentation, and client communications .
• Support the team with invoicing, follow-ups, and other administrative tasks .

Qualifications & Skills

? Experience:

• 0-2 years in customer service, sales support, or administrative roles .
• Prior experience working in a CRM system is highly preferred.
• Office environment experience is highly preferred (familiarity with office functions, basic technology, proper attire and conduct).

? Skills & Competencies:

• Strong verbal and written communication skills comfortable with a high-volume phone role .
• Driven, self-motivated, and eager to grow in a sales-oriented environment .
• Detail-oriented with strong organizational and problem-solving skills .
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Access) .
• Ability to multi-task, prioritize, stay organized and meet deadlines efficiently .
• Skilled in using Excel functions : (SUM, IF, VLOOKUP/XLOOKUP, COUNT) for data management and reporting.
• Familiarity with Access and viewing/navigating files.
• Able to manage and create sales reports on policy purchases and premiums to track sales effectiveness.

? Education & Certifications:

Bachelors Degree

Schedule: Monday through Friday, 8:30 AM 5:30 PM (in-office)

Dress Code: Business attire required

Benefits Include:

• Health insurance
• 401(k) plan
• Paid Time Off (PTO)
• Paid sick days