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Job description

We are looking for an insurance customer service representative, also known as a CSR, that is both detail oriented and customer service focused. An insurance CSR will communicate with customers by phone and email, help answer questions, process payments, problem solve, assist with routine office tasks, and quote insurance products. The best CSRs are self-motivated, patient, empathetic, hardworking, positive, and strong communicators. The ultimate goal for a CSR is to ensure a high level of quality and efficiency while maintaining excellent customer satisfaction and retention.

Insurance CSR Skills

  • Proficiency with Microsoft Office suite
  • Proven customer service experience
  • Excellent communication and presentation skills
  • Ability to multitask, prioritize, and manage time effectively
  • Displays a high level of organization and focus to remain on task
  • Experience working in an office setting preferred

Insurance CSR Responsibilities

  • Identify and assess customer needs to achieve satisfaction
  • Cross sell other lines of insurance when applicable
  • Build sustainable relationships and trust with customer accounts through open and interactive communication
  • Provide accurate, valid, and complete information
  • Meet customer service team sales targets and call handling quotas
  • Handle customer complaints, provide appropriate solutions, and set follow-ups to ensure resolution
  • Keep records of customer interactions, process customer accounts and file documents
  • Follow communication procedures, guidelines and policies
  • Willingness to engage customers by going the extra mile

Job Type: Full-time (40 hrs per week)

Compensation: Consistent with industry experience including the opportunity for career advancement

 For more information: Call Cindy Palmquist at 239-689-8570; Email, [email protected]; Website;

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