Insurance CSR

TGG Accounting • Pawtucket, RI

8d • $50,000 - $55,000 • 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. In this role, you will service personal lines clients, assist them through policy changes, cancellations, and claims, and learn to shop coverage across multiple carriers. You will also handle billing questions, answer calls, and follow up with clients promptly. The position offers the opportunity to learn to spot coverage gaps and recommend the right protection, and to close new business that comes from referrals. You will utilize AMS360 and AgencyZoom, widely used agency management systems.

Requirements

• Customer service, sales, or client-facing experience (insurance experience is a plus, not a must)
• 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
• Willingness to obtain a Property & Casualty (P&C) license

Nice To Haves

• Insurance experience
• Property & Casualty (P&C) license
• 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
• Close new business that comes from referrals

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