As a Customer Service Representative with our firm, you will play a key role in serving our clients while ensuring their insurance needs are met using professionalism and care. This requires quick, accurate, detailed correspondence while using the company’s database and other software by entering and gathering large amounts of data for the purpose of; assisting policyholders cross selling, assisting retail agents, and assisting internal staff members using various data sources.
CSR Job Functions - Solicit
- Dispense brochures, applications, and other information to existing policyholders and agents to account round existing insureds.
- Negotiate
- Communicate with clients, agents (internal and external) and prospects, to obtain information necessary to provide quotes. This means gathering missing application questions, affidavits, signatures, and supplements.
- Explain, discuss and interpret coverage, analyze exposures or policies, or give opinions or recommendations as to coverage, or to insure with a particular company.
- Sell
- Obtain underwriting information from other insurance agencies and companies; this includes questions to underwriters about rates & carrier appetite.
- Indicate to the insured, carrier, or retail client, that coverage is bound or issued.
- Servicing
- Assist with calls from the insureds explaining coverage, sending proof of insurance certificates, and maintaining monthly premium reports.
- Manage an expiration list of policies by premium and responsibilities will vary by policy type. This includes review of the renewal application(s) for completeness, certificate issuance, cancellation calculation, endorsements and return premium requests.
- Establish a collaborative relationship with existing clients, agents and underwriters by responding to risk related questions and issues; missing information, application questions, endorsements, changes, coverage explanations, renewal offers and renewal reminders.
- Receive and record requests concerning any change, addition, or deletion to an existing policy then prepare the appropriate endorsement by processing in a timely manner, including providing the rate quote, transacting and collecting the premium, and sending the completed correspondence to the requester.
- Update claim(s) correspondence on client files for liability risks
- Manage premium finance agreements, correspondence, and cancellations for renewals managing refunds as needed.
- Prepare detailed insurance proposals as needed.
- Assist the team with renewing policies by gathering information with the goal to increase monthly retention.
Experience Requirements
- Must have strong organizational skills, be a problem solver, collaboration, and basic math skills.
- Some prior insurance knowledge a must.
- Great attention to detail, quick thinking and the ability to manage multiple tasks, while being flexible.
- General operating knowledge of and experience with personal computers and general office equipment.
- Property and Casualty license required within 90 days
Pay Range - Hourly rate will depend on experience: $25 to $35 per hour.
Applications will be accepted through end of the business day on August 15.2025.
