Customer Service Representative (CSR)

About the role

We are actively seeking a Full-Time Customer Service Representative (CSR) to support our Agency Manager in the Property and Casualty insurance business located in Greenville, South Carolina.

Responsibilities

• Provide administrative support to the Agency Manager.
• Follow up with clients via phone, email, or text regarding outstanding documents.
• Ensure all appropriate forms are completed and submitted.
• Input client and policy data into our management system.
• Help maintain agency organization and task tracking.
• Communicate with insurance carriers to obtain necessary information.

Key Duties

• Customer Service: Anticipate and understand clients’ insurance needs. Clearly present and explain insurance products and coverage options. Conduct fact-finding calls and assist with documentation.
• Inside Marketing: Support marketing efforts through digital and phone outreach. Help manage the current book of business. Assist with entering quotes and identifying cross-sell opportunities. Prepare the Agency Manager for client meetings.

Licensing and Compliance

• Stay up to date with industry regulations.
• Aid the Agency Manager in maintaining compliance standards.
• Maintain an active Property and Casualty license.

Qualifications

• Positive attitude, strong work ethic, and collaborative mindset.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office (Excel, Word, etc.).
• Strong organizational and problem-solving abilities.
• Comfortable handling communications via phone and online platforms.