Insurance CSR

TGG Accounting • Pawtucket, RI

5d • Onsite

About The Position

This third-generation, family-owned independent insurance agency has protected Rhode Island families and businesses for decades. As a Trusted Choice® independent agency partnered with 50+ insurance carriers, it shops the market for every client instead of selling one company's product. The team handles personal lines, commercial insurance, employee benefits, and real estate.

Requirements

• Customer service, sales, or client-facing experience (insurance experience is a plus, not a must)
• Property & Casualty (P&C) license preferred, or willingness to obtain one
• Comfort with technology and the ability to learn new systems quickly
• Strong communication skills by phone and in writing
• Self-motivated, with an openness to sales conversations and cross-selling (no book of business needed)
• Stable, consistent work history

Nice To Haves

• Experience at an independent insurance agency
• Personal lines or commercial lines experience
• AMS360 or AgencyZoom experience
• Life & Health license

Responsibilities

• Service personal lines clients (home, auto, renters, condo, and more): policy changes, endorsements, binders, certificates, and ID cards
• Help clients through cancellations, non-renewals, and underwriting questions, and learn to shop coverage across multiple carriers
• Contact clients before cancellations take effect so no one is caught off guard
• Report claims to insurance carriers and guide clients through the process
• Handle billing questions and keep client accounts current
• Answer calls and follow up with clients promptly.
• Learn to spot coverage gaps and recommend the right protection.
• Help close new business referrals and grow with the company
• Use AMS360 and AgencyZoom, two widely used agency management systems that strengthen your résumé

Benefits

• Base salary: $50,000 – $55,000/year
• Quarterly performance bonus: $1,500 per quarter when you hit your goal (up to $6,000/year).
• Year-end profit sharing (fully vested after 5 years)
• 401(k) retirement plan
• 2 weeks PTO + 5 sick days
• 6 paid holidays

What This Job Offers

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