Insurance Customer Service Representative (Licensed CSR)
Location: Indianapolis, IN
Job Type: fulltime
Company: Binford Insurance Group
Salary: $45000.0 - $55000.0 per year
Category: Insurance
Job Description Apply Now
The Insurance Customer Service Representative (Licensed CSR) is an essential team member within a successful multi-line insurance agency. This role involves providing exceptional customer service to clients, supporting policy administration, and identifying opportunities for cross-selling within the agency. As an Insurance Customer Service Representative (Licensed CSR), you will be at the forefront of client interactions, ensuring clients receive prompt, accurate, and courteous service. This position is ideal for professionals who are passionate about helping others protect their assets and are committed to fostering long-term client relationships. The agency is backed by years of industry experience, offering a stable yet dynamic work environment for individuals seeking professional growth in the insurance sector.
Working as an Insurance Customer Service Representative (Licensed CSR), you will handle a variety of customer service functions, including policy renewals, requoting, billing inquiries, and assisting with new business quotes. You will also play a vital role in policy retention by engaging clients proactively and supporting them through the complexities of insurance products. In addition, you will collaborate closely with your team and agency leadership, supporting the agency's mission to deliver comprehensive insurance solutions and exceptional customer care.
This position is tailored for individuals who hold or are working towards a property and casualty insurance license and have at least one year of experience in insurance or financial services customer service or sales. A genuine interest in helping people, strong multitasking abilities, and a tech-savvy approach to sales and service are key attributes for success in this role. The agency values teamwork, perseverance, and the ability to thrive in a fast-paced, client-focused environment. If you are looking to advance your career in insurance and enjoy making a positive impact on your clients' lives, this opportunity as an Insurance Customer Service Representative (Licensed CSR) may be the perfect fit for you.
Join a team that is committed to your success and professional development. The agency offers a competitive base salary, a retention bonus structure, and a retirement plan, recognizing the value that dedicated customer service professionals bring to the organization. Take the next step in your insurance career by applying now for the Insurance Customer Service Representative (Licensed CSR) role. Click the application button to submit your resume and start your journey toward a rewarding career in insurance.
Insurance Customer Service Representative (Licensed CSR) - Summary- Serve as a primary point of contact for insurance clients, offering support and guidance on policy-related matters.
- Contribute to a dynamic, multi-line insurance agency known for its strong industry presence and client-centric approach.
- Utilize your property and casualty insurance expertise to deliver high-quality service and support to customers.
- Provide customer service via phone and email, responding to client inquiries promptly and professionally.
- Process renewals, requoting, and new business quotes to ensure clients' insurance needs are met efficiently.
- Handle servicing of existing customers and households, including billing and account maintenance.
- Engage in proactive policy retention strategies to foster lasting client relationships and minimize policy lapses.
- Prepare insurance proposals and quotes, assisting clients in understanding their coverage options.
- Remarket and cross-sell insurance solutions to current clients based on their evolving needs.
- Support the agent with research, administrative follow-ups, and documentation management as needed.
- Competitive base salary reflecting experience and qualifications.
- Retention bonus structure to reward long-term commitment and performance.
- Retirement plan to support your long-term financial goals.
- Property and casualty insurance license strongly preferred for the Insurance Customer Service Representative (Licensed CSR) role.
- Minimum one year of experience in insurance or financial services customer service or sales preferred.
- Demonstrated care and concern for helping clients with their insurance needs.
- Ability to multitask in a fast-paced, technology-driven environment.
- Strong teamwork skills and adaptability within a collaborative office setting.
- Resilience and perseverance when managing challenging client interactions.
- Licensed in property and casualty insurance, or actively pursuing licensure.
- Experienced in customer service or sales within the insurance or financial services sector.
- Tech-savvy, detail-oriented, and able to manage multiple tasks effectively.
- Team player who thrives in energetic and client-focused environments.
- Excellent communicator with a passion for client advocacy and problem-solving.
- Opportunities for advancement and professional development within a reputable insurance agency.
- Supportive and inclusive work culture, encouraging collaboration and innovation.
- Located in a vibrant area, offering a positive and engaging community to work in.
- Equal employment opportunity employer; all qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
If you are ready to bring your skills and passion to a leading insurance agency, apply today for the Insurance Customer Service Representative (Licensed CSR) position by clicking the application button. Take the next step in your career and contribute to a team that values your expertise and dedication.