Customer Service Representative

Title: Customer Service RepSalary: $45,000Benefits: 401(k), Dental insurance, Health insurance, Health Savings Account, Employee Discount, Life Insurance, PTO, Vision Insurance - Starts first day of employment. Company pays 75% of premiumWork Schedule: M-F 8:30am - 5:30pm hour lunchPosition Type: Permanent/Direct-HireCompany Overview: Rapidly growing Insurance Agency leading, national, direct seller and writer of surety bonds, fidelity bonds and insurance products for a wide range of professionals and industries is in search of an CSR/Administrative Associate. This role is responsible for assisting clients, processing insurance documents, managing policy inquiries, and providing administrative support to ensure smooth daily operations.Responsibilities:• Serve as the first point of contact for clients via phone, email, and in-person inquiries.• Assist customers with policy questions, renewals, endorsements, and claims processing.• Educate clients on insurance products and coverage options to ensure they understand their policies.• Handle customer complaints and escalate complex issues to the appropriate department.Administrative Responsibilities:• Process and maintain policy applications, endorsements, renewals, and cancellations.• Ensure accuracy in data entry and documentation within internal systems.• Assist in preparing reports, tracking policy renewals, and organizing client records.• Support the sales and underwriting teams with document preparation, invoicing, and follow-ups.• Handle general office tasks, including scheduling, correspondence, and file management.Requirements:B.A or B.SExcellent communication and presentation skillsAbility to multi-task, prioritize, and manage time effectivelyPrior administrative experience in an insurance agency or brokerage is a plus.

Created: 2025-05-22