Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and detail-oriented Customer Service Representative (CSR) to join a small but dynamic team. This role is pivotal in ensuring smooth day-to-day operations, supporting both personal and commercial lines, and delivering exceptional service to clients. If you are a collaborative professional who thrives in a fast-paced environment and is eager to grow your career, we encourage you to apply.

Compensation Package

• Salary Range: $40,000 - $45,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Handle incoming phone calls and client inquiries with professionalism and efficiency
• Manage billing, filing, and administrative tasks to support daily operations
• Assist with pulling and organizing documents for personal and commercial lines accounts
• Collaborate with team members to ensure seamless service delivery
• Utilize EPIC software for record-keeping and workflow management

Qualifications/Requirements

• Education & Experience: Open to candidates with varying levels of experience; prior experience in insurance or customer service is a plus
• Licensure: Property & Casualty (P&C) license preferred but not required
• Technical Skills: Familiarity with EPIC software is advantageous
• Soft Skills: Strong organizational skills, attention to detail, and a collaborative mindset

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

#LI-MS3