Job Opening: Customer Service

We are seeking a Customer Service Representative (CSR) to join our team. This role is responsible for delivering exceptional service to clients while supporting production companies with new business sales, account maintenance, and retention efforts. The ideal candidate will be detail-oriented, and organized.

Key Responsibilities:

• Process address changes and update client records

• Assist customers with filing claims in-person or via conference call

• Accept and process payments

• Handle creditor/lienholder applications for personal lines policies

• Process coverage changes and vehicle replacements

• Verify vehicle information during customer interactions or payment processing

• Provide ongoing service to existing customers across multiple product lines

• Transfer leads to production companies when appropriate

Requirements:

• Previous customer service experience in insurance or a related field preferred

• Experience with Epic or other insurance management software is a plus