Customer Service Representative

# Customer Service Representative Posted: 12/28/2025

Customer Service Representative (Insurance Agency) Position Summary The Customer Service Representative (CSR) plays a key role in delivering exceptional client service and support to policyholders. This position is responsible for assisting clients with policy inquiries, processing changes, managing renewals, and supporting agents and producers in maintaining strong client relationships. The CSR ensures that clients receive timely, accurate, and professional communication while helping the agency achieve growth and retention goals.

Key Responsibilities
• Customer Support:
Respond promptly to client inquiries regarding coverage, billing, policy changes, claims, and documentation needs.
• Policy Servicing:
Process policy endorsements, renewals, cancellations, and reinstatements for various lines of business (Crop, Property, Casualty, Auto, Home, and Farm).
• Sales Support:
Assist agents and producers in preparing quotes, gathering underwriting information, and following up on renewals or leads.
• Documentation:
Maintain accurate client files and update the agency management system with all client interactions and changes.
• Claims Assistance:
Guide clients through the claims process by gathering information and coordinating with adjusters as needed.
• Communication:
Build positive relationships with clients, underwriters, and insurance carriers to ensure smooth policy servicing.
• Compliance:
Ensure all documentation and communications meet regulatory and company standards.
• Team

Collaboration:

Support fellow staff during busy seasons and contribute to a positive office culture.
Qualifications
• Previous insurance or customer service experience preferred but not mandatory
• Active Property & Casualty or Crop Insurance license (or willingness to obtain within 6 months).
• Strong communication and interpersonal skills.
• High attention to detail, organization, and accuracy.
• Proficiency in Microsoft Office, Google Docs and agency management systems (such as Applied Epic, AMS
360, or similar).
• Ability to manage multiple priorities in a fast-paced environment.
Key Competencies
• Customer Focus & Professionalism
• Problem-Solving & Initiative
• Teamwork & Dependability
• Adaptability to Changing Workflows
• Strong Verbal and Written Communication Skills
Compensation and Benefits
• Employee Benefits Summary •
-Competitive Wage Package •
-Employee Health Insurance •
-Employee Group Life Insurance •
-401k Options, with an employer match of up to 3% of deferrals, no waiting period •
-PTO for full time employees- 112.50 hours/year; 150 hours/year after 10 years of service. Part time employees earn PTO on a prorated basis. No waiting period. •
-7 Paid Holidays •
-Paid licensing, certifications and continuing education##### Bryce Fuhrman
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