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Insurance Customer Service Representative

Independent Insurance Agents of Wisconsin (IIAW)

Join the Greater Insurance Service Team! Greater Insurance Service is seeking a motivated and customer-focused Insurance Customer Service Representative (CSR) to provide exceptional service to our clients and support our growing agency. The ideal candidate is organized, detail-oriented, and enjoys building relationships while helping clients protect what matters most. Benefits 401(k) 401(k) matching Dental insurance Health insurance Paid time off Responsibilities Assist clients with policy questions, changes, renewals, and coverage requests Process endorsements, certificates, applications, and policy documents Communicate with insurance carriers regarding policy servicing needs Provide prompt, professional customer service via phone, email, and in person Review policies for accuracy and identify potential coverage concerns Maintain accurate client records within the agency management system Support producers and account managers with account servicing activities Follow agency procedures and maintain compliance with insurance regulations Build strong relationships with clients through outstanding service Qualifications Active Property & Casualty insurance license preferred Previous insurance agency experience preferred Strong communication and customer service skills Excellent attention to detail and organizational abilities Ability to prioritize multiple tasks in a fast-paced environment Proficiency with Microsoft Office and agency management systems Positive attitude and strong team-player mentality #J-18808-Ljbffr

Vacancy posted 9 hours ago
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