Customer Service Representative - Property & Casualty ...

Who are we? Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated "A" Excellent by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience"”plus technology"”to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. Position OverviewWe are seeking a high-energy, customer-focused Customer Service Representative (CSR) with Property & Casualty Business Liability Insurance Experience. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in P&C and or financial sector Customer Service is a must"”as well as a strong work ethic, excellent communication skills, and a drive to succeed!Key ResponsibilitiesCustomer Service & Support:Engage with clients via phone and email, providing top-notch service and assistance.Proactively follow up on leads and in-progress applications to drive conversions.Maintain accurate customer records and interactions in the CRM system.Collaborate with internal teams to streamline processes and improve customer experience.Administrative Responsibilities:Process and track applications, renewals, and policy updates.Ensure accurate data entry and maintain organized client records.Assist in preparing reports, documentation, and client communications.Support the team with invoicing, follow-ups, and other administrative tasks.Qualifications & Skills✅ Experience:1-3 years in customer service, sales support, or administrative roles.Prior experience working in a CRM system is highly preferred.✅ Skills & Competencies:Strong verbal and written communication skills - comfortable with a high-volume phone role.Driven, self-motivated, and eager to grow in a sales-oriented environment.Detail-oriented with strong organizational and problem-solving skills.Proficiency in Microsoft Office Suite (Word, Excel, Outlook).Ability to multi-task, prioritize, and meet deadlines efficiently.✅ Education & Certifications: BA Degree in Business or a related field. Why Join Us?📞 Heavy phone presence & sales growth opportunities💼 $50,000 base salary📈 Monday-Friday, 8:30 AM - 5:30 PM schedule with a 1-hour lunch🌟 Supportive team environment & professional developmentIf you're hungry for success, love being on the phone, and want to start a career in insurance, we'd love to hear from you!

Created: 2025-02-02