Sr Client Service Representative

What You'll Do

• Mentoring and coaching junior CSR staff
• Building strong relationships with clients to become a strategic business partner
• Facilitating policy renewals for complex accounts and larger book of business
• Communicating with clients about renewal options, premiums, and necessary updates
• Supporting 1099 producers with client service and sales activities
• Understanding client needs and preferences to meet expectations
• Delivering high-quality service and resolving client inquiries and issues promptly
• Assisting clients with policy-related questions, coverage inquiries, and claims assistance
• Maintaining accurate client records, policy documentation, and renewal schedules
• Processing policy endorsements, amendments, and other administrative tasks accurately and efficiently
• Maintaining compliance with industry regulations and agency standards
• Identifying opportunities for process improvement and contributing to the development of client service standards

Minimum Qualifications

• High school diploma or equivalent
• 4+ years of experience in insurance client service, support, or related roles, with a track record of success in managing complex accounts
• Active Property & Casualty insurance license required
• Active progress toward industry designation preferred, such as CISR, CIC, or similar
• Advanced knowledge of insurance products, coverage options, and regulatory requirements, with a focus on Commercial and Specialty markets
• Proven ability to thrive in a dynamic, fast-paced environment and adapt to changing priorities and business needs
• Excellent communication and interpersonal skills
• Ability to work collaboratively with producers and other team members
• Proficiency in using computer applications and agency-specific software
• Detail-oriented with excellent organizational and time management skills