Job Description

Customer Service Representative (CSR) – 75% Personal / 25% Commercial

Job Summary

Seeking a dedicated and experienced Customer Service Representative (CSR) to join a team. This role involves a hybrid of responsibilities, with 75% focused on personal lines and 25% on commercial lines. The ideal candidate will have a strong background in insurance, excellent communication skills, and the ability to work collaboratively in a team-oriented environment. This position offers a mix of in-office and remote work, providing flexibility and a supportive work culture.

Compensation Package

• Salary: $50,000 - $55,000 annually (potentially up to $60,000 based on experience)
• 401(k)

Responsibilities

• Manage a portfolio of personal and commercial insurance accounts (75% personal lines, 25% commercial lines)
• Provide comprehensive support to producers, including quoting new and renewal business
• Handle billing inquiries and processes
• Utilize multiple carrier systems, including Westfield, Safeco, Western Reserve, Central, Progressive, and Hastings
• Deliver exceptional customer service by addressing client inquiries and resolving issues promptly
• Collaborate with team members to ensure efficient workflow and client satisfaction

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: Minimum of 2 years in a similar role, with exposure to both personal and commercial lines
• Technical Skills: Proficiency in Microsoft Office, rating systems, and agency management systems
• Soft Skills:
  • Strong knowledge of the insurance industry
  • Friendly and approachable demeanor
  • Hardworking and dedicated
  • Team-oriented with excellent collaboration skills
• Other Requirements:
  • Multi-carrier experience preferred
  • Background check, reference check, and credit check required prior to start date
  • Availability to start before December 1st

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