Insurance CSR

The ideal Insurance Customer Service Representative (CSR) plays a crucial role in supporting clients by managing insurance policies, processing endorsements, processing claims, and resolving inquiries efficiently

Responsibilities

• Provide responsive customer service to policyholders and prospects
• Process claims accurately and timely using insurance software
• Manage and update insurance policy information
• Perform data entry and maintain detailed client and claim documentation
• Support clients with inquiries and complaint resolution
• Verify and validate information to ensure accuracy
• Maintain organized records and communicate effectively within the team

Required Qualifications

• Minimum 1 year of experience in customer service
• Valid Insurance Property & Casualty (P & C) license

Preferred Qualifications

• High school diploma or equivalent
• Strong customer service and communication skills
• Proficiency in problem-solving and data entry
• Insurance industry knowledge
• Effective time management and attention to detail
• Computer literacy, including CRM and telephony systems