P&C Insurance Support Specialist; Licensed CSR

Love the P&C Industry but tired of the Sales Pressure?

If you are a licensed P&C professional currently working at an insurance agency (State Farm, Farmers, Allstate, etc.) and you excel at the details, documentation, and data entry, we have the perfect home for you.

We are looking for a Licensed CSR to support our Commercial Account Managers. This isn't a "sales in disguise" role. You wont have a personal sales quota or be required to cold call. Instead, you will be the technical engine that keeps our commercial department running smoothly.

Why This Role is Different:

Support-Centric:
You work directly under an Account Manager. Your job is to make the process seamless, not to find the next lead.

Skill Advancement:
We will train you on the commercial side of the industrya highly valuable skill set that moves you beyond basic personal lines.

Operational Excellence:
Use your P&C license for high-level tasks like issuing COIs, processing endorsements, and handling renewals across multiple independent carriers.

Predictable Pace:
Enjoy a stable workflow focused on accuracy and efficiency rather than hitting a "daily dial" count.

Flexible Schedule

Key Responsibilities:

• Answer and route incoming phone calls with a friendly, professional attitude
• Processing policy changes, endorsements, and renewals.
• Assist clients with billing questions and payment processing
• Prepare and process Certificates of Insurance (COIs)
• Set up renewal shells and organize policy audits within our management system
• Support team members with data entry, document scanning, and filing
• Maintain organized records and assist with special administrative projects as assigned

What Were Looking For

• Strong communication and interpersonal skills
• Attention to detail and accuracy in data entry and documentation
• Proficiency with Microsoft Office (Word, Excel, Outlook)
• Willingness to learn industry systems and procedures
• Dependable, professional, and comfortable working in a team environment

Growth Opportunities:

This position offers a pathway to long-term roles within the agency for those interested in pursuing a career in insurance, customer service, or office administration. As you learn our systems and processes, there are opportunities for advancement into full-time positions and potential licensing and training support.

• Supportive and collaborative work environment
• Hands-on exposure to real-world business operations
• Opportunities for professional growth and development
• Competitive hourly pay with flexible scheduling