Insurance CSR Support Specialist

📌CSR Support Specialist

Job hours are Monday through Friday, 8:00 to 4:30 at our physical office location - 240 S Main St, Harrisville PA 16038. Benefits of Health Insurance, Life Insurance, Disability Insurance, Vision Insurance, 401k, Paid Holidays and Paid Time Off are all available.

✅Primary Job Functions

• ✅Primary job function is to provide service to existing clients and quote new business, duties include but are not limited to the following:
• ✅If not already present, obtaining Property & Casualty and Life & Health licenses within first 6 months of employment.
• ✅Answering phones
• ✅Greeting clients at the counter
• ✅Billing - taking premium payments, generating receipts, answering billing questions
• ✅Commercial Certificates Client Contact Person
• ✅Shooting Social Media Content
• ✅Assisting with Marketing items as needed
• ✅Support Duties – secondary to primary employees responsible
• ✅a. Assisting with Servicing & Quoting Auto policies
• ✅b. Assisting Servicing & Quoting Home policies
• ✅c. Assisting with application submission
• ✅d. Assisting with meeting preparation
• ✅End of Day Banking backup
• ✅Education – remain refreshed on the policy coverages & provisions provided under the all policies sold by the agency, and attend insurance related education classes approved by management.

🎓Qualifications

• 🔹High school diploma required. College degree preferred.
• 🔹Insurance industry experience preferred.
• 🔹Proficient in use of personal computer, word processing software, calculator and agency automation software.
• 🔹Ability to perform multiple tasks in a complex working environment, accurately and efficiently.
• 🔹Property/casualty agent’s license is to be obtained within 3 months following the probationary period.

📌Standards of Performance

• 🔹Using proper English and telephone techniques.
• 🔹Greeting clients and visitors promptly and in a friendly manner.
• 🔹Working with others as a team and maintaining a positive and respectful attitude with colleagues.
• 🔹Maintaining the appearance of your work area & the office in general.
• 🔹Maintaining confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
• 🔹Complying with the guidelines set forth in the office manual

💪Physical Demands

• ▪️Must be physically able to work a minimum of 40 hours per week in the office. The employee is regularly required to see, hear and project voice well enough without amplification. There is frequent need for the e…