Customer Service Insurance Representative

New Jersey
Posted 7 months ago


 The Customer Service Representative is responsible for the prompt, efficient, and effective analysis, processing, and management of producers’ and customers’ requests for quotes, renewals, endorsements, claims, audits, and new business, and for addressing other policy and customer information.


  • Insurance experience
  • Licensed Insurance Rep
  • Strong communication skills
  • Strong customer service skills

Job Functions: 

  1. Quotes – The CSR, in partnership with the producer, gathers and evaluates sufficient information to market/

re-market and quote new business, additional lines, and renewal policies on behalf of agency prospects and customers within the guideline time periods defined by agency management/the agency’s procedures manual.

  1. Renewals – The CSR receives, reviews, and processes renewals on a timely basis as per the procedures manual, which includes holding renewal review meetings with the producer(s) on at least a monthly schedule.
  2. Policy Changes/Endorsements – The CSR collects information from clients and/or the producer, and processes policy changes in a timely manner as determined by agency timeline requirements, utilizing a system for scheduled follow-up as needed to assure customer satisfaction and alerting the producer to unique situations.
  3. Claims – Recognizing that claims service is the primary reason for clients’ insurance purchases, the CSR will open, manage, and monitor claims as needed for the clients of the Agency (with procedures and responsibilities varying at times among office locations, and depending on the claims coordinator’s presence).
  4. Audits – The CSR will assist the client and the producer in resolving audits on a timely basis.
  5. New Business – This core “decision making” element of the CSR’s job (which creates a sustainable revenue stream for the agency and its associates) involves coordinating actions among the client, the carrier(s)/brokerage source(s), and the producer – so that the correct details are entered into the Agency Management System, the policy is received promptly, the delivery package is prepared for the producer, the policy is mailed if personal delivery is not going to occur, etc.  The CSR role involves judgements through which underwriting begins.
  6. General shared office tasks (answering phones, greeting customers/prospects, checking faxes, etc.)
  7. Other business duties as assigned by Operations Manager as needed to generate and sustain agency profitability.

Job Features

Job CategoryCustomer Service

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