- Establish strong relationships with customers and insurance carriers
- Provide proactive support to assigned customers. Act as the primary contact between customers and insurance carriers
- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with customer and carrier
- Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, billing, payments, or any other service-related matters
- Provide an exceptional customer experience
- Manage and document renewal, sales, and insurance operations compliance documents into the agency management systems
- Associate degree in a business-related field or equivalent work experience
- Active Life, Accident, and Health License or willingness to obtain, required
- 3+ years of CSR insurance experience
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Paid Time Off
- Generous benefits package: health, dental, vision, 401(k), and many additional benefits
- Employee Stock Purchase Plan