Customer Service Representative (CSR)

📋 Description

• Resolve inquiries related to policies, endorsements, and renewals
• Manage inbound service requests by phone and email
• Assist with insurance docs (certificates, declarations)
• Support policy renewals with updated information
• Partner with licensed agents to address issues and escalate
• Maintain accurate records in CRM, AMS, and carrier platforms

🎯 Requirements

• Strong customer service orientation with attention to detail
• Clear, professional verbal and written communication
• Manage multiple priorities across several systems
• Structured, process-driven environment with adaptability
• High school diploma or equivalent
• 1–3 years in customer service, sales, or insurance-related roles

🎁 Benefits

• Medical, dental, and vision plans for employees and dependents
• Flexible vacation, holidays, and company shutdown
• 401K with 4% company match
• Paid sabbatical after 5 years
• Wellness stipend and cell/wifi stipends
• Work-from-home equipment stipend and co-working space subsidy