Commercial Lines CSR Assistant

Origin Bank; Monroe (LA); On-site; USD 32,000 - 48,000; Full time

Job summary

Origin Bancorp in Louisiana seeks an Insurance CSR to support the CSR team, ensuring accurate policy documents, timely processing, and responsive service to insureds, CPAs, and mortgagees. The role focuses on daily production, endorsements, renewals, and payments within a professional insurance environment.

The position requires a high school diploma or GED, with a preference for a property and casualty license. Strong attention to detail and confidentiality are essential for success.

Qualifications

• High school diploma or GED is required or higher.
• Property and casualty insurance license preferred.
• Ability to learn personal insurance terminology and coverage forms.

Responsibilities

• Daily production and delivery of Proof of Insurance ID Cards.
• Providing policy declaration pages to insured, CPA, mortgagee, etc.
• Policy processing – compare policy received from insurer to prior policy at renewal.
• Update EPIC as needed.
• Process endorsements, reinstatements, and renewal quotes in a timely manner.
• Produce and process policy cancellations timely.
• Assist with customer calls for non-coverage issues or questions.
• Complete and process company payments online and in EPIC for direct bill/sweep transactions.
• Assist CSR’s and process mail as requested.

Skills

Punctuality

Insurance terminology

Education

High school diploma or GED

Property and casualty insurance license preferred

Job description

Your Career. Your Story. Let's Write the Next Chapter Together. At Forth Insurance, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you.

Job Description

Provides support and assistance to CSR’s in maintaining the appointed book of business, achieving growth and improving customer satisfaction.

Duties and Responsibilities include, but are not limited to the following:

• Daily production and delivery of:
• Proof of insurance ID Cards
• Providing policy declaration pages to insured, CPA, mortgagee, etc.
• Policy processing – compare policy received from insurance company to prior policy at renewal.
• Update EPIC as needed.
• Initiate change requests made to companies via EPIC & company website if available
• Process endorsements, reinstatements, and renewal quotes in a timely manner
• Produce and process policy cancellations timely
• Review and process suspense activities daily
• Assist with customer phone calls for non-coverage issues or questions
• Complete and process company payments online and in EPIC for direct bill/sweep transactions
• Assist CSR’s and process mail as requested

Punctuality and attendance is required to perform such duties.

Supervisory Responsibilities This job has no supervisory responsibilities.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience High school diploma or general education degree (GED) or higher Certificates, Licenses, Registrations Property and casualty insurance license preferred.

Other Skills and Abilities Ability to learn personal insurance terminology and coverage forms.

Physical Demands While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk and sit. The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position operates in a professional insurance environment and routinely uses standard office equipment and digital tools such as secure financial systems, computers, phones, photocopiers, and scanners. The role requires maintaining a high level of professionalism, confidentiality, and attention to detail in all interactions. Work is typically performed in a corporate office setting with a moderate noise level and a dynamic, collaborative, and inclusive workplace where innovation thrives. Expect a fast-paced, supportive atmosphere where your ideas are heard, and your contributions make an impact. This role may occasionally require travel. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned.

Origin Bancorp or its subsidiaries (the Company) shall, in their discretion, modify or adjust the position to meet the Company’s changing needs.

This job description is not a contract and may be adjusted as deemed appropriate in the Company’s sole discretion.

Our Hiring Process The following pre-employment screenings will be completed after a conditional offer of employment has been accepted:

• Criminal Background check
• Credit check
• Fingerprint check
• Drug Screen
• OFAC check
• Reference check
• Employment verification
• Education verification
• Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.

Know Your Rights Our goal is to enhance the personal finances and business potential of our clients through professional insurance planning, expert financial advice, and excellent customer services.