Customer Service Representative – ERISA Fidelity Department

Colonial Surety Company•Woodcliff Lake, NJ

7d•$45,000

About The Position

We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must—as well as a strong work ethic, excellent communication skills, and a drive to succeed!

Requirements

1-3 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).
Ability to multi-task, prioritize, and meet deadlines efficiently.
BA Degree in Business in related field.

Nice To Haves

Prior experience working in a CRM system is highly preferred.
Understands the insurance industry is highly preferred.

Responsibilities

Engage with clients via phone and email, providing top-notch service and assistance.
Educate potential customers on ERISA Fidelity products and services, 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 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.