Insurance Customer Service Representative

Greater Insurance Service Corp. • Village of Cottage Grove, WI

3d

About The Position

Greater Insurance Service is seeking a motivated and customer-focused Insurance Customer Service Representative (CSR) to provide exceptional service to our clients and support our growing agency. The ideal candidate is organized, detail-oriented, and enjoys building relationships while helping clients protect what matters most.

Requirements

• Strong communication and customer service skills
• Excellent attention to detail and organizational abilities
• Ability to prioritize multiple tasks in a fast-paced environment
• Proficiency with Microsoft Office and agency management systems
• Positive attitude and strong team-player mentality

Nice To Haves

• Active Property & Casualty insurance license preferred
• Previous insurance agency experience preferred

Responsibilities

• Assist clients with policy questions, changes, renewals, and coverage requests
• Process endorsements, certificates, applications, and policy documents
• Communicate with insurance carriers regarding policy servicing needs
• Provide prompt, professional customer service via phone, email, and in person
• Review policies for accuracy and identify potential coverage concerns
• Maintain accurate client records within the agency management system
• Support producers and account managers with account servicing activities
• Follow agency procedures and maintain compliance with insurance regulations
• Build strong relationships with clients through outstanding service

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

What This Job Offers

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