Customer Service Representative (CSR)
Location: Moundsville, WV
Job Type: fulltime
Company: Shepherd Insurance & Financial Services Inc
Salary: $14.0 - $20.0 per hour
Category: Customer Service
Job Description Apply Now
Customer Service Representative (CSR) – Job Description
If you are an enthusiastic, motivated individual passionate about helping others and building relationships, consider the rewarding opportunity of becoming a Customer Service Representative (CSR). As a Customer Service Representative (CSR), you will play a key role in delivering exceptional service experiences and supporting clients with their insurance-related needs. This full-time position offers a dynamic environment where your communication skills, attention to detail, and dedication to customer satisfaction will contribute directly to the growth and reputation of the agency.
Working as a Customer Service Representative (CSR) provides a unique opportunity to become a valued team member in a collaborative, fast-paced office. You will be empowered to build lasting relationships with customers, offer comprehensive support, and help them make informed decisions about important insurance products. Whether you are experienced in the insurance sector or new to the field, training and mentorship are provided to ensure your success.
The agency fosters a culture of continuous learning, professional growth, and recognition. As a Customer Service Representative (CSR), you will have access to advancement opportunities and ongoing education, preparing you for a prosperous and fulfilling career path. Operating in an area known for its vibrant business community and supportive atmosphere, you will be able to develop your skills while contributing value to clients and colleagues alike.
Applicants for the Customer Service Representative (CSR) role should possess excellent interpersonal abilities, a positive attitude, and a commitment to delivering remarkable service. The agency values proactive individuals who thrive in a team environment and are eager to go the extra mile for customers. If you are ready to join an organization where your contributions are recognized and your professional development is encouraged, the Customer Service Representative (CSR) position is an ideal choice.
Customer Service Representative (CSR) - Summary- Serve as a primary contact for clients, providing support and guidance on insurance products and policy details
- Engage clients in value-based conversations to understand their needs and offer tailored solutions
- Build and maintain strong customer relationships through prompt follow-ups and excellent service
- Contribute to the agency’s growth by fostering client loyalty and satisfaction
- Establish and nurture customer relationships, ensuring every client receives personalized attention
- Respond to customer inquiries related to insurance policies, coverages, claims, eligibility, policy changes, and billing
- Educate clients through a needs-based process on available insurance options to help them make informed decisions
- Maintain detailed and accurate records of client interactions and activities
- Collaborate with team members to provide seamless service and problem resolution
- Demonstrate a commitment to accuracy, timeliness, and customer satisfaction in all tasks
- Complete regular training and remain current in product knowledge, licensing, and continuing education requirements
- Provide timely reports on activity and customer feedback to management
- Competitive hourly pay with monthly and annual bonus opportunities
- PTO including holiday, vacation, and personal/sick days
- Clothing allowance to support a professional appearance
- Life and disability insurance coverage
- 401K retirement plan with employer match
- Employer-covered furthering education and continuing education (CE) expenses
- Opportunities for advancement and valuable industry experience
- Strong interpersonal and communication skills (written, verbal, and listening)
- People-oriented with a client-focused approach
- Excellent organizational and multi-tasking abilities
- Self-motivated and proactive in identifying and solving problems
- Attention to detail and pride in delivering timely, accurate work
- Ability to work effectively in a collaborative team environment
- Ability to learn and adapt to new computer systems and processes
- Must either possess or be able to obtain Property & Casualty and Life & Health insurance licenses
- Commitment to remaining informed on product changes, regulatory requirements, and technical developments
- Energetic and enthusiastic about helping others
- Motivated by professional growth and new challenges
- Thrives in a fast-paced, dynamic office setting
- Dedicated to providing exceptional customer experiences
- Values teamwork, integrity, and continuous improvement
- This Customer Service Representative (CSR) position is with an independent contractor agent, not with any parent insurance company directly.
- Selected candidates must successfully complete all necessary licensing requirements and training programs.
- Agents are independent contractors who hire their own employees. Employees are not employees of the parent insurance company.
- The agency is committed to providing an inclusive, respectful workplace that values diversity and equal opportunity for all applicants and team members.
If you are ready to take the next step in your career as a Customer Service Representative (CSR), click the application button to apply for this exciting opportunity today!