Personal and Commercial Insurance CSR

Become a Personal and Commercial Lines Customer Service Representative with Todd Anderson Insurance Agency, where forming strong customer relationships is key in this dynamic role.

This position calls for a minimum of two years of insurance experience, combining both personal and commercial lines management. Your main duties will involve assisting customers with their inquiries, providing clarity around policy options, and ensuring efficient problem resolution. Bring your strong customer focus to help enhance service quality and operational success.

Key Responsibilities:

• Provide information on insurance products to clients

• Engage in data collection to meet client needs

• Set and manage appointments for policy reviews

• Process payments and documentation requests

• Maintain detailed records of customer interactions

Requirements:

• Hold a state-required insurance license

• two years in insurance account management experience

• Strong verbal and written communication skills

• Ability to resolve complex customer issues independently

• Familiarity with technology and agency management systems

Leverage your insurance expertise and customer service abilities at Todd Anderson Insurance Agency, contributing to client satisfaction and operational excellence.
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