Customer Service Representative

We are looking for client advocates to build lasting relationships with our customers to maintain a high retention rate. As a CSR, you will utilize existing company systems to onboard new accounts while managing existing ones across our multiple lines of business including personal, commercial, and life/health lines. This is a great opportunity to use your insurance knowledge and customer relations skills to excel in a growing organization.

Group Health Insurance (First of the month 60 days after employment) 100% Employer paid for employee

Group Term Life ($25,000) 100% Employer paid for employee

Short term and long term disability (12 months after employment) 100% Employer paid for employee

401k plan including a 3% employer-funded match

9 Paid Holidays

Paid Time Off

As the Customer Service Representative, you will:

• Provide amazing customer service
• Take ownership of an inquiry, issue, problem, or error that could potentially impact the policyholder and determine the appropriate course of action
• Field questions pertaining to an existing insurance policy and determine the appropriate course of action
• Serve as the Initial point of contact after the sale of the policy
• Answer policy-level coverage questions, cancellation requests, update customer profiles, process billing adjustments/drafts, and refunds

• Strong team player, dedicated to customer service
• Excellent interpersonal and communication skills
• Proficient in Microsoft Office Suite or similar software
• Ability to remain focused in a busy office space
• Demonstrated problem-solving skills and results orientation
• Strong attention to detail and accuracy
• High school diploma or equivalent required; Bachelor's degree preferred
• Property & Casualty or Life/Health/Accident insurance license preferred

Recommended Skills

• Attention To Detail
• Billing
• Communication
• Customer Relationship Management
• Customer Service
• Hardworking And Dedicated