Customer Service Representative

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Job Summary: The Customer Service Representative (CSR) plays a key role in supporting agency operations by handling client inquiries, processing policy changes, assisting with claims, and ensuring high levels of client satisfaction. This role requires excellent communication skills, attention to detail, and a strong customer-first mindset.
Candidates should take the time to read all the elements of this job advert carefully Please make your application promptly.
Responsibilities: Respond to client inquiries via phone, email, and in-person in a timely and professional manner Assist with policy changes, endorsements, and billing inquiries Process payments and issue certificates of insurance and ID cards Follow up with clients on renewals, documentation, and outstanding requests Support producers with administrative tasks and customer follow-up Maintain up-to-date client records and ensure accuracy in agency management systems Educate clients on coverage options, policy features, and basic insurance terminology Assist with initiating and tracking claims processes Stay informed on carrier guidelines, industry changes, and agency procedures
Qualifications: High school diploma or equivalent required; associate or bachelor’s degree a plus Previous experience in insurance, customer service, or administrative support preferred P&C insurance industry is a plus Strong verbal and written communication skills Proficient in Microsoft Office and comfortable using agency management software Detail-oriented with the ability to multitask and prioritize Friendly, positive attitude with a passion for helping others
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Location:
Warwick, RI
Category:
Insurance

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