Client Service Representative (CSR) – Connecticut

Wheeler & Taylor Inc.; Litchfield (CT); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

Medical insurance

Dental insurance

Vision insurance

FSA

Job summary

Wheeler & Taylor Inc. is seeking a detail-oriented Client Service Representative to support our growing client base and account management team.

You will be the main point of contact for client service requests, assist with policy changes and endorsements, and coordinate with carriers to resolve issues. The role emphasizes accurate record-keeping, timely client communication, and a proactive, team-oriented mindset in a professional insurance environment.

Qualifications

• Strong communication and organizational skills.
• Attention to detail and ability to manage multiple tasks.
• Previous experience in insurance or client service preferred, but not required.
• Proficiency with computers and basic office software.
• Ability to work collaboratively in a team environment.
• A proactive mindset and commitment to high-quality service.

Responsibilities

• Serve as a primary point of contact for client service requests.
• Assist with policy changes, endorsements, certificates, and general account maintenance.
• Communicate with carriers to obtain information, process requests, and resolve issues.
• Support Account Managers and Producers with documentation and client follow-up.
• Maintain accurate records within agency management systems.
• Respond to client inquiries in a timely, professional manner.
• Help ensure a smooth onboarding experience for new clients.

Skills

Communication skills

Organizational skills

Attention to detail

Teamwork

Customer service

Tools

Office software

Job description

Client Service Representative (CSR)

Overview
Wheeler & Taylor is seeking a Client Service Representative to support our growing client base and account management team. This role is ideal for someone who is detail-oriented, organized, and passionate about delivering a high level of service in a professional insurance environment. You’ll play a key role in maintaining strong client relationships and ensuring day-to-day servicing needs are handled accurately and efficiently.

Responsibilities

• Serve as a primary point of contact for client service requests
• Assist with policy changes, endorsements, certificates, and general account maintenance
• Communicate with carriers to obtain information, process requests, and resolve issues
• Support Account Managers and Producers with documentation and client follow-up
• Maintain accurate records within agency management systems
• Respond to client inquiries in a timely, professional manner
• Help ensure a smooth onboarding experience for new clients

Qualifications

• Strong communication and organizational skills
• Attention to detail and ability to manage multiple tasks
• Previous experience in insurance or client service preferred, but not required
• Proficiency with computers and basic office software
• Ability to work collaboratively in a team environment
• A proactive mindset and commitment to high-quality service

What We Offer

• A supportive, team-oriented environment
• Opportunities for professional development and growth
• Exposure to a wide range of personal and commercial insurance accounts
• Long-term career potential within an established firm

Benefits

We believe exceptional producers deserve exceptional support, both professionally and personally. As part of the Wheeler & Taylor team, you'll have access to a comprehensive benefits package, including:

• Competitive compensation with significant growth potential
• 401(k) retirement plan
• 401(k) company matching
• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Flexible Spending Account (FSA)
• Employee Assistance Program (EAP)
• Paid time off
• Paid parental leave
• Flexible scheduling options
• Professional development assistance
• Employee referral program
• Long-term career growth with one of America's leading independent insurance agencies