Insurance Customer Service Representative (CSR)

CAMPERS INN INCSeffner, FL
$16 - $18

About The Position

Campers Inn RV is seeking an Insurance Customer Service Representative (CSR) to join their team. This role focuses on supporting the agency's policy servicing and retention efforts. The position is customer-facing and primarily handles inbound inquiries from existing policyholders regarding billing and coverage. Key responsibilities include assisting policyholders, driving renewal outreach, and working to retain policies that are at risk of cancellation. The company emphasizes its team-driven culture, commitment to the RV lifestyle, and vision to be the RVer's Trusted Resource. Campers Inn RV is a large, family-operated RV dealership with a history dating back to 1966, known for its core values of Integrity, Teamwork, Continuous Improvement, and Sustainability. They have received national recognition for their excellence in the RV industry.

Requirements

  • 1+ years of customer service experience in insurance, financial services, or related professional environment
  • Strong written and verbal communication skills with a warm, professional service approach
  • High attention to detail and strong organizational habits
  • Ability to manage multiple priorities in a fast-moving, deadline-driven environment
  • Proficiency with agency management systems or CRM platforms

Nice To Haves

  • EZLynx experience preferred
  • Active Property & Casualty (P&C) Producer License or willingness to obtain
  • Experience in a policy servicing, renewal, or retention-focused role
  • Familiarity with personal lines insurance products including auto, homeowners, renters, and specialty lines
  • CISR designation or active pursuit

Responsibilities

  • Serve as the primary inbound contact for existing policyholders with questions, billing issues, or coverage inquiries.
  • Act as a backup acknowledgment contact for inbound quote requests when agents are occupied, sending confirmations and notifying assigned agents.
  • Resolve routine requests independently and escalate issues requiring agent involvement with a complete summary.
  • Log every customer interaction in the agency management system without exception.
  • Proactively contact policyholders 45 and 30 days before renewal to confirm coverage, update account information, and secure the renewal.
  • Identify customers whose coverage needs may have changed and flag cross-sell opportunities to the assigned agent.
  • Track renewal outreach completion rate weekly and report results to agency leadership.
  • Attempt to retain every policy at risk of cancellation by reviewing coverage options, presenting payment plan alternatives, or exploring competitive carrier options.
  • Document all save attempts in the agency management system regardless of outcome.
  • Alert agency leadership when cancellation volume trends upward week over week.
  • Fulfill certificate requests, ID card requests, and coverage verification letters promptly, aiming for same-business-day turnaround.
  • Coordinate with the assigned agent on any documentation that requires policy changes or direct carrier contact.
  • Approach every interaction with the goal of leaving the policyholder confident that the agency is responsive, knowledgeable, and on their side.
  • Escalate any customer complaint or service failure to agency leadership within the same business day.
  • Complete all continuing education requirements applicable to any insurance license or designation held.
  • Stay current on carrier updates, policy servicing changes, and regulatory developments.

Benefits

  • Ongoing career development opportunities: Specialized job training, certifications, and professional development, and assistance in continuing education
  • Comprehensive health and welfare plan for full-time employees (30+ hours/week)
  • Major Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance (Basic, Supplemental, Spouse, and Child available)
  • Employee Assistance Program (EAP)
  • Paid Time Off
  • Qualified retirement plan (401k) with Employer Match
  • Fair and competitive compensation
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