Insurance CSR

About the role

The Role
As our first CSR, you'll be the operational backbone of the agency. You'll own the service relationship for our client base—handling everything from policy changes and certificates to renewals and carrier submissions—so our producers can stay focused on new business. You'll work closely with both the production team and directly with clients, and you'll have real influence over how we build our service workflows.

Responsibilities

• Process policy changes, endorsements, and cancellations across personal lines and small commercial accounts
• Prepare and submit ACORD applications and carrier-specific supplemental forms on behalf of producers
• Issue certificates of insurance and evidence of property
• Manage renewal reviews—pull loss runs, request updated information from clients, and prepare remarket submissions when needed
• Handle inbound client inquiries by phone and email, resolving coverage questions and service requests promptly
• Order MVRs, loss runs, and inspection reports as needed
• Maintain accurate and up-to-date client records in the agency management system
• Support producers during the quoting and binding process with data entry and follow-up
• Identify cross-sell and rounding opportunities and flag them to the appropriate producer

Requirements

Active P&C producer license, or willingness to obtain one within 90 days of hire (we'll sponsor and support)
2+ years of experience in an insurance agency or carrier service role preferred
Familiarity with ACORD forms and standard personal lines and small commercial products
Experience with an agency management system (Applied Epic, EZLynx, Hawksoft, or similar)
Strong attention to detail and ability to manage multiple open items without things falling through the cracks
Clear, professional written and verbal communication—clients will rely on you
Someone who takes ownership rather than waiting to be told what to do next

Qualifications

Competitive base salary based on experience
Performance bonus eligibility
Full benefits including health, dental, and vision
Licensing support and continuing education reimbursement