Support new business and renewal underwriters, agents, customers, and internal staff across commercial and personal lines.
Respond to agent inquiries via phone, email, and other communication channels, offering guidance and information on commercial lines products.
Deliver high‑quality customer service in the daily servicing of new and renewal business.
Provide clerical support, quoting assistance, and other administrative activities as needed.
Process incoming and outgoing correspondence accurately and efficiently.
Maintain working knowledge of carrier coverage forms, automation systems, eligibility requirements, and program details.
Adhere to customer service standards outlined in procedure manuals, process documents, and leadership directives.
Document all relevant activity within the Agency Management System.
Perform additional duties as assigned.

Minimum 1 year of insurance experience.
Ability to obtain and maintain a valid Property & Casualty Insurance License within 90 days of employment.
High school diploma, GED, or equivalent experience.
Ability to read, analyze, and interpret technical journals, financial reports, and legal documents.
Ability to respond professionally to inquiries from customers, regulatory agencies, and business partners.
Strong written and verbal communication skills, with the ability to present information effectively to management and external groups.
Ability to provide fractions, percentages, ratios, and proportions to practical business situations.
Proficiency with email, record-keeping systems, databases, word processing, spreadsheets, and related office software.
Above-average knowledge of Microsoft Office is required.
Valid Driver's License

Employee Ownership Program
every eligible employee shares in the financial rewards that grow when the company grows
Professional development opportunities
Owner Referral Program
Work from home reimbursement for remote/hybrid roles
Canary emergency financial assistance program
Comprehensive medical, dental, vision
Life/AD&D Insurance
Confidential, Employee Assistance Program
Health Savings Account, includes company contribution
Short-term disability
Voluntary benefits
supplemental accident, critical illness, hospital insurance
Employee discounts
401(k) Plan with company match contribution
Addition Wealth Financial Wellness Program
Various Time Off Programs
11 company paid holidays

Customer Service Representative – Insurance

Key skills