Customer Service Representative

About the role

The Customer Service Representative supports both new and existing accounts by delivering prompt, high‑quality service and assisting producers with account renewal and retention activities. The role involves direct interaction with clients and carriers to ensure accurate policy administration and timely resolution of issues.

Key responsibilities

• Gather renewal information and risk‑management recommendations 60 days before policy expiration.
• Prepare and deliver renewals, binders, endorsements, and policy changes within specified timeframes.
• Conduct periodic service calls (phone or in‑person) and handle special projects approved by management.
• Maintain accurate customer and carrier communications to minimize errors and omissions.
• Collect premiums, process cancellations, and follow up on outstanding claims.
• Identify opportunities for additional coverage, solicit referrals, and generate new business leads.
• Document all material conversations with insureds and carriers.

Required profile

• Assertive self‑starter with strong influencing abilities.
• Effective verbal and written presentation skills.
• Detail‑oriented with the ability to manage multiple deadlines.
• Customer‑focused mindset and ability to work independently.

Required skills

What we offer

• Opportunities to develop expertise in insurance account management.
• Collaborative environment with support from experienced producers.
• Potential for career growth within the organization.