CSR Support Assistant

Job Description

Join our Growing Insurance Agency!!

We are seeking a dependable, organized, and customer-focused CSR Support Assistant to join our team. This role provides administrative and customer service support to our Customer Service Representatives (CSRs) and helps to ensure our agency delivers exceptional experience to every client.

If you enjoy helping people, staying organized, and working in a professional environment, we encourage you to apply.

• Flexible Schedule
• Mon-Fri Schedule
• Career Growth Opportunities

• Support CSR staff with daily insurance services and administrative tasks.
• Process incoming and outgoing mail, including policy documents, billing notices, and customer correspondence.
• Make outbound calls to clients regarding policy updates, payments, missing information, and follow-up requests.
• Answer and direct incoming phone calls professionally and courteously.
• Scan, upload, organize, and maintain client documentation within agency management systems.
• Assist with data entry and maintenance of customer records.
• Support policy renewal and endorsement processing.
• Maintain accurate electronic and physical filing systems.
• Assist with appointment scheduling and calendar management.
• Provide exceptional customer service while maintaining confidentiality and compliance standards.
• Complete additional office and customer support duties as assigned.

• High school diploma or equivalent.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Ability to multitask and prioritize responsibilities effectively.
• Comfortable using computers, email, and office software.
• Professional demeanor and strong interpersonal skills.
• Ability to work independently and as part of a team.

• Previous customer service, administrative, receptionist, or office experience.
• Prior insurance agency or financial services experience is a plus.
• Familiarity with agency management systems or CRM software is beneficial.