CSR - Licensed Service Agent

Choice Financial Group; Riverdale (NJ); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) Retirement Plan

Employer-paid Licensing reimbursement

Paid Time Off

Paid Holidays

Paid Bereavement Leave

Gym Membership Reimbursement

Employee Referral Bonus Program

Job summary

William R. Seide Agency in New Jersey seeks a Licensed Service Agent to support client insurance needs through outstanding service, accurate policy changes, and proactive communication.

The role requires an active Property & Casualty license and prior agency experience to contribute to client retention and growth. You will handle policy servicing, endorsements, billing reviews, and documentation while collaborating with an experienced team to deliver tailored solutions and exceptional customer

Qualifications

• Active Property & Casualty license required.
• 3+ years of Personal Lines, Commercial Lines, or Independent Agency experience strongly preferred.
• Strong interpersonal skills, customer-focused attitude, and ability to work in a team.

Responsibilities

• Assist clients with coverage and billing questions with a client-first mindset.
• Create and advise on personalized insurance proposals based on client needs.
• Process policy changes, endorsements, and payments accurately.
• Document client interactions in the agency management system.
• Support underwriting and carrier communications as needed.
• Maintain up-to-date client contact information and documentation.

Skills

Active listening

Customer service

Communication

Problem solving

Relationship building

Team collaboration

Education

High school diploma

Bachelor's degree preferred

Tools

CRM systems

Agency management systems

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Join a Growing Insurance Agency

William R. Seide Agency is growing, and we're seeking an experienced, customer-focused Licensed Service Agent to join our team. We are committed to providing clients with the right coverage at the best value while delivering exceptional customer service. Our success is built on new business growth, client retention, and superior customer service.

Please Note:

This position requires an active Property & Casualty Insurance License and prior insurance agency experience. We are seeking experienced insurance professionals who can immediately contribute to client retention, policy servicing, underwriting support, and exceptional customer care. Candidates without an active license or relevant insurance experience will not be considered.

What You'll Do

As a Licensed Service Agent, you will play a vital role in supporting clients and ensuring their insurance needs are met through outstanding service, strong industry knowledge, and attention to detail.

Key Responsibilities

• Demonstrate active listening, empathy, rapport building, and solutions-focused problem solving when assisting customers.
• Create and advise on personalized insurance proposals based on client needs.
• Provide professional consultations regarding client service needs.
• Maintain accurate workflow awareness and activity documentation in compliance with agency procedures.
• Process insured policy change requests.
• Follow up to verify the accuracy of endorsements processed by the carrier.
• Underwrite, rewrite, re-quote, reinstate, and cancel policies on behalf of insureds.
• Obtain underwriting information and supporting documentation from clients on behalf of carriers.
• Document all client interactions within the agency management system.
• Obtain all carrier-required signatures, forms, and applications.
• Process insured payments.
• Review billing accounts with insureds.
• Update and maintain accurate client contact information.
• Provide proof of insurance documentation, including binders, certificates, policies, endorsements, ID cards, declaration pages, and evidence of property forms.
• Continuously expand insurance knowledge and apply it to daily responsibilities.

What We're Looking For

The ideal candidate is an experienced insurance professional who enjoys helping clients, building relationships, and working collaboratively with a team.

A Successful Candidate Will Have

• Strong knowledge of insurance products and coverages.
• Independent agency experience preferred.
• Excellent communication, active listening, and relationship-building skills.
• Strong problem-solving abilities and a client-first mindset.
• Experience delivering tailored client solutions and building long-term client relationships.
• A track record of driving client retention and generating multi-line referrals.
• Proficiency with computers and Microsoft Excel, Word, and Outlook.
• The ability to collaborate effectively as part of a team.

Qualifications

• Active Property & Casualty Insurance License required.
• 3+ years of Personal Lines, Commercial Lines, or Independent Agency experience strongly preferred.
• Independent agency experience preferred.
• High school diploma required; bachelor's degree preferred.
• Experience working with CRM and agency management systems.
• Working knowledge of insurance agency operations, coverages, rates, markets, and applicable insurance laws, codes, and regulations.
• Exceptional interpersonal skills.
• Friendly, positive, professional, and customer-focused attitude.

Benefits

• Medical, Dental, and Vision Insurance.
• 401(k) Retirement Plan.
• Employer-paid Group Life Insurance.
• Full reimbursement of licensing and required training costs on a one-year prorated basis.
• Paid Time Off.
• Paid Holidays.
• Paid Bereavement Leave.
• Gym Membership Reimbursement.
• Employee Referral Bonus Program.