Customer Service Representative Auto and Insurance

Job Description

Job Description

• Competitive Pay
• Professional Development
• Job Stability

Job Position - Property & Casualty Personal Lines Customer Service Representative (CSR)

Applicants must have direct Property & Casualty insurance experience—please apply only if your resume reflects this background. We’re not a big corporate office—we’re a close-knit team that values great service, attention to detail, and a positive attitude. If you take pride in helping clients protect what matters most, this could be the perfect fit.

We are seeking a professional and personable Insurance Customer Service Representative to join our team in a fast paced office. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, able to multi-task, friendly, and familiar with insurance products.

• Direct experience handling personal auto and home policies (quoting, binding, endorsements, billing)
• Minimum 1–2 years of recent work experience in a P&C insurance agency or carrier environment (customer service in other industries does not qualify)
• Experience working with multiple carriers
• High school diploma/GED required, Bachelor’s degree preferred
• Excellent customer service skills Strong verbal and written communication abilities to explain policies, coverage options, and claim
  procedures to customers
• Highly organized with strong time management skills
• Proficiency with Office Software Familiarity with Microsoft Office Suite (Word, Excel, Outlook) email, and other office productivity tools
• Bilingual (not required)

• Servicepersonal auto, homeowners, renters, and related casualty policies
• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Answer customer inquiries, complaints and resolve issues
• Schedule appointments, maintain calendar, filing, managing customer accounts, and tracking policies and claims
• Maintain detailed records of client interactions
• Review audits and/or policies
• Multitasking Ability: capability to manage multiple customer request and administrative task at once
• Self Motivated
• Collaborative Team Member We’re looking for someone who thrives in a fast-paced, small-office setting and contributes to a positive, team-oriented environment. The ideal candidate will have strong interpersonal skills, a cooperative attitude, and the ability to work closely with agents, customer service reps, and clients to support daily operations and client needs.