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Customer Service Representative (CSR)

Looking for a motivated customer service representative to join a growing private insurance brokerage to support the Principal Insurance Agent and sales department. Candidate must be prepared to take many requests throughout the workday and be able to follow directions very closely. Basic administrative skills such as typing proficiency, basic computer skills, and the ability to communicate effectively are essential in this position. Data entry experience is preferred. Being organized is a key to success, and attention to detail and the ability to multitask are also essential in this role. Work is carried out in an office setting, though working from home is sometimes permissible.


  • CRM management including completing insurance applications and managing customer files
  • Quoting personal lines
  • Client interactions (answer phone calls, respond to email requests, etc.)
  • Process both Personal and Commercial insurance certification requests
  • Establish new claims and file accordingly
  • Initiates and responds promptly to telephone and written inquires about processing, policy changes requests, billing status, new applications, and ratings
  • Keeps the underwriting files properly documented and organized with accurate, clear and complete information
  • Process new business policies and address current client billing requests
  • Ability to prioritize multiple tasks, track, and follow up on outstanding work items in an
  • organized fashion with a strong focus on quality and efficiency
  • Provide clerical and administrative support as needed
  • Review documents for completeness and accuracy


  • 3-5 years of insurance industry background
  • Ability to quote personal lines insurance
  • Preferably licensed in Property and Casualty, and Life Insurance (but not required)
  • If not currently licensed, willing to get licensing
  • Detail oriented with strong organization and time management skills
  • Ability to perform complex clerical underwriting support functions
  • Excellent writing and communication skills and familiarity with underwriting and insurance terminology
  • Familiar with CRM tools such as Applied

Disclaimer: This profile does not necessarily include every responsibility, requirement, skill or working condition associated with this role. This description is intended to reflect the role currently and management will revise the role, as needed, and may require that different tasks be performed, in order to meet the needs of the business.

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