What are the responsibilities and job description for the Insurance Customer Service Representative position at Freiberg Insurance Agency?
Job Summary
We are seeking a motivated and detail-oriented Personal and Commercial Lines CSR to join our Clayton office. In this role, you will manage a book of both personal and commercial insurance accounts, serving as the primary point of contact for clients. You’ll be supporting a very engaged, hands-on Agent who operates in a more traditional, paper-based style, though the office does utilize a management system and computers for daily operations. The ideal candidate is service-focused, adaptable, and comfortable working in an environment that blends old-school processes with modern tools to meet client needs efficiently.
Responsibilities
- Manage a portfolio of personal and commercial insurance accounts with attention to accuracy, timeliness, and client satisfaction.
- Build and maintain strong client relationships through clear communication and consistent, personalized service.
- Assess client needs and recommend insurance solutions that align with their goals and risk profile.
- Conduct routine account reviews to ensure adequate coverage and identify opportunities for additional products or services.
- Collaborate with a hands-on Agent and office team, adapting to a workflow that blends traditional, paper-based practices with digital systems.
- Maintain awareness of relevant market trends and carrier updates that may impact client needs or coverage options.
Qualifications
- Strong customer service orientation with a commitment to relationship-building and client retention.
- Ability to interpret policy information and explain coverage clearly and confidently to clients.
- Proficient in Microsoft Office and capable of navigating agency management systems; experience with Vertafore AMS360 is a plus.
- Comfortable working in a traditional, paper-heavy environment while maintaining electronic documentation and workflows.
- Self-directed, dependable, and able to follow agency procedures and quality standards with minimal supervision.
- Familiarity with all lines of personal and commercial insurance; crop and hail experience is a plus but not required.
- Current Property & Casualty license in good standing.
Job Type: Permanent
Pay: $22.00 - $27.00 per hour
Expected hours: 40 per week
Benefits:
- Paid time off
Work Location: In person
Salary : $22 - $27