Join Our Team
Complete the short application below to be considered for current and future opportunities.
We look forward to learning more about you.
2-20
Resident
General Lines
Develop and maintain strong, long-term client relationships through proactive service and support.
Bind multiple lines of coverage including auto, homeowners, watercraft, motorcycles, workers’ compensation, bonds, and more.
Submit new business and renewal applications to carriers, ensuring competitive and accurate quotes.
Train and oversee 440 CSR team members to maintain service excellence and compliance.
Review insurance applications and policy documents for completeness and accuracy.
Process endorsements, cancellations, reinstatements, and policy changes efficiently.
Request loss runs and supporting documentation when required.
Manage agency-billed transactions, invoicing, and payment follow-ups.
Issue ID cards, certificates of insurance, evidence of property, and related documents as needed.
Maintain detailed client records and activity within the agency management system.
Track and manage suspense items to ensure timely follow-up and resolution.
4-40
Insurance Customer Service Representative
Develop and nurture strong, long-term relationships with clients.
Manage assigned accounts across multiple lines of coverage.
Prepare and submit applications for new business and renewal quotes.
Review insurance applications and policy documents for accuracy and completeness.
Process endorsements, cancellations, and reinstatements as needed.
Request loss runs and supporting documentation when required.
Handle billing transactions and follow up on outstanding payments.
Issue certificates of insurance, ID cards, and proof of coverage.
Deliver policies and related documents to clients in a timely manner.
Keep detailed and accurate records within the agency management system.
Monitor and manage follow-up tasks to ensure deadlines are met.