Customer Service Representative (CSR) II

Bankers Financial Corp • St. Petersburg, FL

1d

About The Position

We are a specialized P&C insurance and structural warranty agency serving residential homebuilders nationwide. The CSR supports Account Executives by executing service tasks, documentation, and client communications serving a builder-focused environment. This role offers deep specialization in residential construction insurance and structural warranty programs, and expertise that builds long-term market value. Construction-focused experience is highly transferable across carriers, brokers, MGAs, and advisory firms. Combined with our structured Training Resource and operating playbook, you won’t simply service accounts, you’ll develop recognized mastery in a defined niche and contribute to elevating best practices within it.

Requirements

• 1–3 years of commercial insurance agency or carrier experience; construction or P&C preferred.
• Working knowledge of commercial P&C lines; familiarity with ACORD forms and AMS platforms.
• Strong attention to detail, communication skills, and ability to manage multiple tasks; construction or warranty experience a plus.

Nice To Haves

• construction or P&C preferred
• construction or warranty experience a plus

Responsibilities

• Respond to client and carrier inquiries within defined SLAs; process routine service requests under Account Executive (AE) direction.
• Process policy endorsements, cancellations, audits, and changes; maintain accurate Agency Management System records; assist with policy delivery.
• Prepare and issue COIs, additional insured endorsements, and lender documentation; monitor open requests to ensure timely completion.
• Assist with structural warranty registrations, program tracking, and routine builder communications.
• Follow agency procedures and playbook; support AEs with renewals, ACORD forms, and workload prioritization.

Benefits

• Medical Coverage through Blue Cross Blue Shield, including 100% preventive care and 24/7 telehealth
• Up to $2,000 annual HSA contribution for eligible plans
• 401(k) with automatic enrollment and a competitive, company performance-driven employer match to support your retirement goals
• Highly competitive, generous PTO program with flexible time off, 10 paid holidays, and paid volunteer days to support rest, balance, and community involvement
• Mental health & wellbeing support with a free, confidential Employee Assistance Program
• Company-paid life and disability insurance for added peace of mind
• Dental and vision coverage with strong preventive care
• Education assistance to support your professional growth

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed