Personal/Commercial CSR

Commercial/Personal Customer Service Representative

Job Summary

Seeking a dedicated and experienced Commercial/Personal Customer Service Representative to join a growing team. This role is integral to providing exceptional service to a clients, handling both personal and small commercial accounts. The ideal candidate will have a strong background in customer service within the insurance industry, excellent communication skills, and a proactive approach to problem-solving.

Compensation Package

• Base Salary: $55,000–$65,000 annually (higher compensation considered for exceptional candidates)
• Quarterly Bonus Opportunities
• Commission Opportunities for selling insurance
• Potential Additional Earnings: Approximately $500/month

Responsibilities

• Handle inbound calls and provide exceptional customer service
• Process certificates of insurance and manage general customer inquiries
• Support personal lines (75% of accounts) and small commercial accounts (25% of accounts, <$20k majority)
• Utilize software tools such as EZLynx, RingCentral, and AgencyZoom to manage client interactions and documentation
• Collaborate with a team of producers, CSRs, and a virtual assistant to ensure seamless service delivery
• Maintain professionalism in all email and phone communications

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required; Life & Health (L&H) license is a plus
• Experience: Minimum of 4 years in personal and/or commercial lines servicing
• Industry Knowledge: Experience with Erie and Travelers is a significant advantage
• Technical Skills: Proficiency in EZLynx, RingCentral, and AgencyZoom preferred
• Soft Skills: Strong communication skills, attention to detail, and a customer-focused mindset
• Work Schedule: Availability to be logged into the phone system from 9 AM to 5 PM with a staggered 1-hour lunch schedule

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