Customer Service Representative

Colonial Surety Company • Woodcliff Lake, NJ

3d • Onsite

About The Position

We are seeking high-energy, customer-focused Customer Service Representatives for our Surety, Fidelity, and Insurance Departments. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in customer relationship building. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. No prior insurance experience is required—just a strong work ethic, excellent communication skills, and a drive to succeed!

Requirements

• 0-2 years in customer service, sales support, or administrative roles.
• Strong verbal and written communication skills – comfortable with a high-volume phone role.
• Driven, self-motivated, and eager to grow in a sales-oriented environment.
• Detail-oriented with strong organizational and problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Access).
• Ability to multi-task, prioritize, stay organized and meet deadlines efficiently.
• Skilled in using Excel functions: (SUM, IF, VLOOKUP/XLOOKUP, COUNT) for data management and reporting.
• Familiarity with Access and viewing/navigating files.
• Able to manage and create sales reports on policy purchases and premiums to track sales effectiveness.
• Bachelors Degree

Nice To Haves

• Prior experience working in a CRM system is highly preferred.
• Office environment experience is highly preferred (familiarity with office functions, basic technology, proper attire and conduct).

Responsibilities

• Engage with clients via phone and email, providing top-notch service and assistance.
• Educate potential customers on Business Bonds & Insurance Products, helping them navigate their options.
• Proactively follow up on leads and in-progress applications to drive sales conversions.
• Maintain accurate customer records and interactions in the CRM system.
• Collaborate with internal and external teams to streamline processes and improve customer experience.
• Process and track applications, renewals, and policy updates.
• Ensure accurate data entry and maintain organized client records.
• Assist in preparing reports, documentation, and client communications.
• Support the team with invoicing, follow-ups, and other administrative tasks.

Benefits

• Health insurance
• 401(k) plan
• Paid Time Off (PTO)
• Paid sick days

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level