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Benefits:
- Bonus based on performance
- Competitive salary
- Employee discounts
- Free food & snacks
- Paid time off
- Training & development
The CSR serves as a piece of the operational backbone of our agency, responsible for client servicing, policy lifecycle management, and retention.
Core Responsibilities
Client Service & Retention
- 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
Policy & Carrier Management
- 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
Administrative & Operational Support
- Maintain AMS (Agency Management System) data integrity
- Manage policy documentation, e-signatures, and file compliance
- Assist with marketing support (renewal reviews, cross-sell campaigns)
Qualifications
- Active Property & Casualty Insurance License, or willing to obtain (Georgia required)
- 1–3+ years insurance service experience preferred
- Strong organizational and multitasking capabilities
- High attention to detail and compliance awareness
- Client-first communication style
- High School Diploma
- Valid Driver's License (Georgia)
Learn more about this Employer on their Career Site
