Personal or Commercial CSR

Job Summary

Seeking two dedicated and detail-oriented Customer Service Representatives (CSR) to join a growing team. This role offers the opportunity to work in a smaller agency with a family-oriented atmosphere, handling complex accounts, including national and international clients. The ideal candidates will have experience in servicing personal and commercial accounts, with a focus on providing exceptional customer service and ensuring client satisfaction. This is a fully on-site position.

Compensation Package

• Salary: Competitive, based on experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide exceptional service to personal and commercial accounts.
• Handle daily account servicing tasks, including policy changes, Certificates of Insurance (COIs), and other client requests.
• Assist with quoting new and renewal business.
• Utilize EzLynx software to manage accounts efficiently.
• Collaborate with team members to ensure client needs are met promptly and accurately.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Open to candidates with 1+ years of relevant experience.
• Technical Skills: Proficiency in EzLynx software preferred.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal abilities.
• Ability to thrive in a collaborative, family-oriented work environment.

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