Title: Customer Service Rep
Salary: $45,000
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
Work Schedule: M-F 8:30am – 5:30pm hour lunch
Position Type: Permanent/Direct-Hire
Company Overview: 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.
Responsibilities:
• 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 escalate complex issues to the appropriate department.
Administrative Responsibilities:
• 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.
Requirements:
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.
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