Benefits:

Bonus based on performance

Competitive salary

Employee discounts

Free food & snacks

Paid time off

Training & development

The CSR serves as a piece of the operational backbone of our agency, responsible for client servicing, policy lifecycle management, and retention.

Core Responsibilities

Client Service & Retention

Manage inbound service requests (endorsements, billing, coverage questions)

Process policy changes, renewals, cancellations, and reinstatements

Remarket policies to maintain competitive coverage and pricing

Handle claims intake and provide client guidance through claims process

Maintain client relationships via consistent communication

Policy & Carrier Management

Quoting and binding across multiple carriers (personal lines and/or commercial lines)

Ensure accuracy of applications, documentation, and underwriting submissions

Maintain compliance with carrier guidelines and underwriting standards

Build working relationships with carrier underwriters and reps

Administrative & Operational Support

Maintain AMS (Agency Management System) data integrity

Manage policy documentation, e-signatures, and file compliance

Assist with marketing support (renewal reviews, cross-sell campaigns)

Qualifications

Active Property & Casualty Insurance License, or willing to obtain (Georgia required)

1–3+ years insurance service experience preferred

Strong organizational and multitasking capabilities

High attention to detail and compliance awareness

Client-first communication style

High School Diploma

Valid Driver's License (Georgia)