Job Description

CSR / Junior Producer Hybrid

Job Summary

Seeking a dedicated and adaptable Customer Service Representative (CSR) / Junior Producer Hybrid to join a growing team. This role offers a unique opportunity to work in a collaborative, family-oriented environment where you can wear many hats and contribute to the success of a thriving insurance agency. If you are passionate about providing exceptional service, managing diverse accounts, and contributing to a supportive team culture, we encourage you to apply.

Compensation Package

• New Haven Location: Base salary up to $50,000 + commissions on new business (2% of agency premium, paid one time).
• Wellington Location: Base salary up to $55,000 (absolute cap; $40,000–$50,000 preferred) + commissions on new business (2% of agency premium, paid one time).
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• New Haven Location:
  • Serve as a generalist CSR, managing a variety of tasks including reviewing and writing new business.
  • Handle a round-robin workflow and address day-to-day needs as they arise.
  • Manage a book of business with a premium size of $3.2 million.
• Wellington Location:
  • Perform CSR duties with additional producer responsibilities.
  • Manage a book of business with a premium size of $2.7 million.
  • Work closely with a senior producer and adapt to a structured yet dynamic environment.
• Handle personal lines, commercial lines, and farm accounts.
• Communicate effectively with clients, carriers, and team members.
• Utilize the EPIC agency management system to manage accounts and workflows.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • New Haven: Open to candidates with less than 5 years of experience; early-career professionals are encouraged to apply.
  • Wellington: Preference for more experienced candidates who can work effectively in a demanding environment.
• Technical Skills:
  • Familiarity with the EPIC agency management system is preferred but not required.
  • Experience with Hawksoft or similar systems is acceptable.
• Soft Skills:
  • Strong communication skills, including the ability to engage in meaningful conversations with clients and team members.
  • Adaptability and a willingness to take on varied responsibilities.
  • Self-starter with a growth mindset and a proactive approach to problem-solving.
  • Strong organizational skills to manage workflow volume effectively.

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