Customer Service Representative (CSR) II

Overview

We are a specialized P&C insurance and structural warranty agency serving residential homebuilders nationwide. The CSR supports Account Executives by executing service tasks, documentation, and client communications serving a builder-focused environment.

Key Responsibilities

• Respond to client and carrier inquiries within defined SLAs; process routine service requests under Account Executive (AE) direction.
• Process policy endorsements, cancellations, audits, and changes; maintain accurate Agency Management System records; assist with policy delivery.
• Prepare and issue COIs, additional insured endorsements, and lender documentation; monitor open requests to ensure timely completion.
• Aid with structural warranty registrations, program tracking, and routine builder communications.
• Follow agency procedures and playbook; support AEs with renewals, ACORD forms, and workload prioritization.

Qualifications

• 1–3 years of commercial insurance agency or carrier experience; construction or P&C preferred.
• Working knowledge of commercial P&C lines; familiarity with ACORD forms and AMS platforms.
• Strong attention to detail, communication skills, and ability to manage multiple tasks; construction or warranty experience a plus.