Customer Service Representive

As a CSR, you will play a key role in ensuring our clients receive excellent service and support. You’ll assist both new and existing customers by answering questions, processing changes to policies, handling billing inquiries, and supporting sales efforts when needed.

• →Provide exceptional customer service to policyholders via phone, email, and in-person interactions
• →Assist clients with policy changes, billing inquiries, claims, and general insurance questions
• →Educate clients on available coverages, products, and discounts
• →Maintain accurate records in our CRM and carrier systems
• →Collaborate with agents and producers to ensure a seamless customer experience
• →Support retention efforts by identifying opportunities for cross-selling and upselling

• High school diploma or equivalent required; college degree a plus
• 4-40 Customer Service License required (or ability to obtain within 30 days)
• 1+ years of experience in insurance or a customer service-related role preferred
• Strong communication and interpersonal skills
• Detail-oriented with excellent organizational abilities
• Proficient in Microsoft Office Suite and comfortable learning new software