Customer Service Representative

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Health Savings Account
• Employee Discount
• Life Insurance
• PTO
• Vision Insurance – Starts first day of employment. Company pays 75% of premium

Permanent/Direct-Hire

Rapidly growing Insurance Agency leading, national, direct seller and writer of surety bonds, fidelity bonds and insurance products for a wide range of professionals and industries is in search of an CSR/Administrative Associate. This role is responsible for assisting clients, processing insurance documents, managing policy inquiries, and providing administrative support to ensure smooth daily operations.

• Serve as the first point of contact for clients via phone, email, and in-person inquiries.
• Assist customers with policy questions, renewals, endorsements, and claims processing.
• Educate clients on insurance products and coverage options to ensure they understand their policies.
• Handle customer complaints and elevate complex issues to the appropriate department.

• Process and maintain policy applications, endorsements, renewals, and cancellations.
• Ensure accuracy in data entry and documentation within internal systems.
• Assist in preparing reports, tracking policy renewals, and organizing client records.
• Support the sales and underwriting teams with document preparation, invoicing, and follow-ups.
• Handle general office tasks, including scheduling, correspondence, and file management.

• B.A or
  
  B.S
• Excellent communication and presentation skills
• Ability to multi-task, prioritize, and manage time effectively
• Prior administrative experience in an insurance agency or brokerage is a plus.

• Entry level

• Full-time

• Administrative, General Business, and Strategy/Planning

• Insurance, Business Consulting and Services, and Research Services