Office Manager CSR

Alfa Insurance - The Payne AgencyWoodstock, GA
$40,000 - $60,000

About The Position

The CSR serves as a piece of the operational backbone of our agency, responsible for client servicing, policy lifecycle management, and retention.

Requirements

  • Active Property & Casualty Insurance License, or willing to obtain (Georgia required)
  • Strong organizational and multitasking capabilities
  • High attention to detail and compliance awareness
  • Client-first communication style
  • High School Diploma
  • Valid Driver's License (Georgia)

Nice To Haves

  • 1–3+ years insurance service experience preferred

Responsibilities

  • Manage inbound service requests (endorsements, billing, coverage questions)
  • Process policy changes, renewals, cancellations, and reinstatements
  • Remarket policies to maintain competitive coverage and pricing
  • Handle claims intake and provide client guidance through claims process
  • Maintain client relationships via consistent communication
  • Quoting and binding across multiple carriers (personal lines and/or commercial lines)
  • Ensure accuracy of applications, documentation, and underwriting submissions
  • Maintain compliance with carrier guidelines and underwriting standards
  • Build working relationships with carrier underwriters and reps
  • Maintain AMS (Agency Management System) data integrity
  • Manage policy documentation, e-signatures, and file compliance
  • Assist with marketing support (renewal reviews, cross-sell campaigns)

Benefits

  • Bonus based on performance
  • Competitive salary
  • Employee discounts
  • Free food & snacks
  • Paid time off
  • Training & development
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