Job Description
Commercial and Personal Lines CSR
Job Summary
Seeking a dedicated and detail-oriented Commercial and Personal Lines Customer Service Representative (CSR) to join a growing team. This role offers an exciting opportunity to work with a large, well-established brokerage firm, with ample room for professional growth. The ideal candidate will have experience in insurance, a strong customer service mindset, and the ability to manage accounts from start to finish.
This position is on-site and available in multiple locations, including Green Bay, Oshkosh, Fond du Lac, Eden, Hudson, Eau Claire, Tomah, Chippewa Falls, La Crosse, Stevens Point, Wausau, Slinger, Kewaskum, and Rochester, MN.
Compensation Package
- Salary Range: $40,000 - $54,000 annually ($20 - $26/hour), overtime eligible
- Benefits: Comprehensive benefits package offered
- Work Environment: On-site, no travel required
Responsibilities
- Provide A-Z servicing for commercial and personal lines accounts, supporting account managers in daily operations
- Handle small to mid-market accounts, acting as a generalist across various industries
- Assist with quoting new and renewal business for both commercial and personal lines
- Maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency
- Utilize Epic software to manage accounts and ensure accurate documentation
- Collaborate with team members to deliver exceptional service and meet organizational goals
Qualifications/Requirements
- Licensure: Property & Casualty (P&C) license preferred; open to candidates with relevant experience willing to obtain licensure
- Experience: Minimum of 1 year in the insurance industry, with a focus on customer service or account management
- Skills: Strong organizational skills, attention to detail, and the ability to manage multiple tasks effectively
- Software Proficiency: Experience with Epic software is a plus
- Work Ethic: Demonstrated good tenure in previous roles and a commitment to professional growth
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