Customer Service Representative (CSR)

Job Summary

Looking for a motivated and detail-oriented Commercial Lines Customer Service Representative (CSR) to join a growing team. This role offers an excellent opportunity to work in a professional, team-oriented, and diverse environment. You will play a key role in supporting Account Managers and ensuring client satisfaction by handling various administrative and customer service tasks. If you are eager to grow, adaptable, and tech-savvy, we encourage you to apply.

Responsibilities

• Process ID cards, billing, payments, and account reconciliations.
• Provide administrative support to Account Managers with their books of business.
• Handle small commercial accounts.
• Ensure timely and accurate communication with clients and team members.
• Utilize Epic software for account management and documentation.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license or willingness to obtain.
• Minimum of 1 year of relevant experience in customer service or insurance.
• Familiarity with small commercial accounts is a plus.
• Proficiency in Microsoft Office Suite.
• Experience with Epic software is preferred but not required.
• Adaptable and eager to learn.
• Strong communication and interpersonal skills.
• Ability to thrive in a multicultural and team-oriented environment.
• Tech-savvy and detail-oriented.

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.

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