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.