CSR - Commercial Insurance

gpac; Fresno (CA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Supportive agency culture

Job summary

gpac is partnering with a growing independent insurance agency to hire a Customer Service Representative in Fresno, California. The role focuses on policy servicing, account maintenance, and day-to-day insurance needs while building strong relationships with clients in a fast-paced team setting.

Ideal candidates have prior customer service or administrative experience, strong communication, and organization.

Qualifications

• Previous customer service or administrative experience required.
• Insurance agency experience preferred but not required.
• Property & Casualty license preferred or willingness to obtain.
• Strong communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.
• Proficient with Microsoft Office and agency management systems.
• Positive attitude and team-oriented mindset.

Responsibilities

• Assist clients with policy changes, renewals, billing questions, certificates, and coverage inquiries.
• Process endorsements, cancellations, reinstatements, and policy updates accurately and efficiently.
• Handle inbound calls, emails, and customer requests in a professional and timely manner.
• Support Account Managers and Producers with administrative and service-related tasks.
• Review policies and documents for accuracy and completeness.
• Maintain detailed and organized client records within the agency management system.
• Communicate with insurance carriers regarding underwriting, policy servicing, and follow-up items.
• Help ensure excellent customer retention through responsive service and relationship-building.

Skills

Customer service

Communication

Microsoft Office

Organizational skills

Education

Property & Casualty license preferred

Tools

Agency management systems

Job description

Customer Service Representative - Insurance Agency

About The Opportunity

We are seeking a dependable and customer-focused Customer Service Representative to join a growing independent insurance agency. This role is ideal for someone who enjoys helping clients, staying organized, and working in a fast-paced team environment. The CSR will support clients with policy servicing, account maintenance, and day-to-day insurance needs while building strong customer relationships. This is an excellent opportunity for someone looking to grow their career within the insurance industry while gaining exposure to multiple carriers and coverage types.

Responsibilities

• Assist clients with policy changes, renewals, billing questions, certificates, and coverage inquiries
• Process endorsements, cancellations, reinstatements, and policy updates accurately and efficiently
• Handle inbound calls, emails, and customer requests in a professional and timely manner
• Support Account Managers and Producers with administrative and service-related tasks
• Review policies and documents for accuracy and completeness
• Maintain detailed and organized client records within the agency management system
• Communicate with insurance carriers regarding underwriting, policy servicing, and follow-up items
• Help ensure excellent customer retention through responsive service and relationship-building
• Stay informed on agency procedures and carrier guidelines

Qualifications

• Previous customer service or administrative experience required
• Insurance agency experience preferred but not required
• Property & Casualty license preferred or willingness to obtain
• Strong communication and interpersonal skills
• Detail-oriented with strong organizational abilities
• Comfortable handling multiple priorities in a fast-paced environment
• Proficient with Microsoft Office and agency management systems
• Positive attitude and team-oriented mindset

What We Offer

• Competitive salary depending on experience
• Benefits package including health insurance and paid time off
• Supportive and collaborative agency culture
• Opportunity for long-term growth within the insurance industry
• Stable Monday-Friday schedule with work-life balance

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.