CSR - Commerical Insurance

CSR - Commercial Insurance

Location: USA (Remote)

Position Type: Full-Time, Permanent (Central Standard Time)

About Us: We are a thriving independent insurance agency in USA specializing in personal and commercial lines. Our agency prides itself on exceptional customer service, detailed attention to our clients' needs, and maintaining strong relationships built on trust and integrity.

Job Overview: We are seeking a dedicated Administrative Assistant/Customer Service Representative (CSR) with experience in Commercial Insurance. The ideal candidate will be skilled in providing exceptional client service, managing administrative tasks, and facilitating smooth insurance transactions.

Responsibilities:

Complete and process insurance applications accurately.

Create and update ACORD forms and Certificates of Insurance.

Handle client inquiries promptly, providing accurate policy information and solutions.

Identify opportunities for cross-selling additional insurance products.

Communicate with carriers to request and gather quotes.

Manage client renewals, ensuring timely communication and accurate documentation.

Support the binding process by collecting necessary signatures and documentation.

Maintain and update client records within our agency management system.

Respond promptly and professionally to client inquiries via email.

Identify and communicate potential policy enhancements and cross-selling opportunities.

Requirements:

Proficient in EZLynx agency management system a HUGE plus.

Proven experience as an Admin Assistant or CSR in an insurance agency.

Familiarity with commercial and personal lines insurance processes.

Strong knowledge of ACORD forms and Certificate issuance.

Exceptional attention to detail and organizational skills.

Excellent verbal and written communication skills.

Strong critical thinking and problem-solving abilities.

Strong proficiency in Google Workspace and common office tools.

Good communication skills.

Benefits:

Competitive pay.

Monthly stipend for benefits.

10 days of Paid Time Off (PTO) per year.

Positive and supportive remote work environment.

How to Apply:

Interested candidates should email their resume to this inbox with the subject line "Administrative Assistant/CSR Application."
A short 2 minute introduction video is also preferred.

We look forward to meeting qualified candidates eager to grow with our dedicated team!