CSR - Licensed Service Agent

Choice Financial Group • Riverdale, NJ

2d • Onsite

About The Position

CHOICE FINANCIAL GROUP LLC is seeking an experienced, customer-focused Licensed Service Agent to join their growing insurance agency, William R. Seide Agency. This role is crucial for supporting clients, ensuring their insurance needs are met through outstanding service, strong industry knowledge, and attention to detail. The agency focuses on new business growth, client retention, and superior customer service. This position requires an active Property & Casualty Insurance License and prior insurance agency experience. Candidates without these qualifications will not be considered.

Requirements

• Active Property & Casualty Insurance License required.
• 3+ years of Personal Lines, Commercial Lines, or Independent Agency experience strongly preferred.
• High school diploma required.
• Experience working with CRM and agency management systems.
• Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws, codes, and regulations.
• Exceptional interpersonal skills.
• Friendly, positive, professional, and customer-focused attitude.

Nice To Haves

• Independent agency experience preferred.
• Bachelor's degree preferred.

Responsibilities

• Demonstrate active listening, empathy, rapport building, and solutions-focused problem solving when assisting customers.
• Create and advise on personalized insurance proposals based on client needs.
• Provide professional consultations regarding client service needs.
• Maintain accurate workflow awareness and activity documentation in compliance with agency procedures.
• Process insured policy change requests.
• Follow up to verify the accuracy of endorsements processed by the carrier.
• Underwrite, rewrite, re-quote, reinstate, and cancel policies on behalf of insureds.
• Obtain underwriting information and supporting documentation from clients on behalf of carriers.
• Document all client interactions within the agency management system.
• Obtain all carrier-required signatures, forms, and applications.
• Process insured payments.
• Review billing accounts with insureds.
• Update and maintain accurate client contact information.
• Provide proof of insurance documentation, including binders, certificates, policies, endorsements, ID cards, declaration pages, and evidence of property forms.
• Continuously expand insurance knowledge and apply it to daily responsibilities.

Benefits

• Medical, Dental, and Vision Insurance.
• 401(k) Retirement Plan.
• Employer-paid Group Life Insurance.
• Full reimbursement of licensing and required training costs on a one-year prorated basis.
• Paid Time Off.
• Paid Holidays.
• Paid Bereavement Leave.
• Gym Membership Reimbursement.
• Employee Referral Bonus Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED