CSR - Licensed Service Agent

CHOICE FINANCIAL GROUP LLC; Riverdale (NJ); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) Retirement Plan

Employer-paid Group Life Insurance

Licensing training reimbursement

Paid Time Off

Paid Holidays

Paid Bereavement Leave

Gym membership reimbursement

Employee referral bonus

Job summary

William R. Seide Agency is growing and seeking an experienced Licensed Service Agent to support clients with policy servicing and underwriting guidance.

You will ensure coverage needs are met, document interactions, and deliver exceptional service with a client-first mindset. The ideal candidate holds an active Property & Casualty license, 3+ years in personal/commercial lines or independent agencies, and strong communication skills.

Qualifications

• Active Property & Casualty Insurance License required.
• 3+ years of Personal Lines, Commercial Lines, or Independent Agency experience preferred.
• Independent agency experience preferred.
• High school diploma required; bachelor's degree preferred.
• Experience working with CRM and agency management systems.
• Excellent interpersonal skills and a customer-focused attitude.

Responsibilities

• Provide exceptional client service and ensure insurance needs are met through standing service and attention to detail.
• 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 line with procedures.
• Process insured policy change requests.
• Follow up to verify endorsements processed by the carrier.
• Underwrite, rewrite, re-quote, reinstate, and cancel policies for insureds.
• Obtain underwriting information and supporting documents from clients for carriers.
• Document all client interactions in the agency management system.
• Obtain carrier signatures, forms, and applications as required.
• Process insured payments and review billing accounts.
• Update and maintain accurate client contact information.
• Provide proof of insurance documents (binders, certificates, policies, endorsements, ID cards).

Skills

Active listening

Customer service

Relationship building

Communication skills

Problem solving

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

CRM software

Job description

Join a Growing Insurance Agency

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

Please Note:

This position requires an activeProperty & Casualty Insurance License and prior insurance agencyexperience. We are seeking experienced insurance professionals who canimmediately contribute to client retention, policy servicing, underwritingsupport, and exceptional customer care. Candidates without an active license orrelevant insurance experience will not be considered.

What You'll Do

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

Key Responsibilities

• Demonstrateactive listening, empathy, rapport building, and solutions-focused problemsolving when assisting customers.
• Createand advise on personalized insurance proposals based on client needs.
• Provideprofessional consultations regarding client service needs.
• Maintainaccurate workflow awareness and activity documentation in compliance withagency procedures.
• Processinsured policy change requests.
• Followup to verify the accuracy of endorsements processed by the carrier.
• Underwrite,rewrite, re-quote, reinstate, and cancel policies on behalf of insureds.
• Obtainunderwriting information and supporting documentation from clients onbehalf of carriers.
• Documentall client interactions within the agency management system.
• Obtainall carrier-required signatures, forms, and applications.
• Processinsured payments.
• Reviewbilling accounts with insureds.
• Updateand maintain accurate client contact information.
• Provideproof of insurance documentation, including binders, certificates,policies, endorsements, ID cards, declaration pages, and evidence ofproperty forms.
• Continuouslyexpand insurance knowledge and apply it to daily responsibilities.

What We're Looking For

The ideal candidate is an experienced insurance professionalwho enjoys helping clients, building relationships, and working collaborativelywith a team.

A Successful Candidate Will Have

• Strongknowledge of insurance products and coverages.
• Independentagency experience preferred.
• Excellentcommunication, active listening, and relationship-building skills.
• Strongproblem-solving abilities and a client-first mindset.
• Experiencedelivering tailored client solutions and building long-term clientrelationships.
• Atrack record of driving client retention and generating multi-linereferrals.
• Proficiencywith computers and Microsoft Excel, Word, and Outlook.
• Theability to collaborate effectively as part of a team.

Qualifications

• ActiveProperty & Casualty Insurance License required.
• 3+years of Personal Lines, Commercial Lines, or Independent Agencyexperience strongly preferred.
• Independentagency experience preferred.
• Highschool diploma required; bachelor's degree preferred.
• Experienceworking with CRM and agency management systems.
• Workingknowledge of insurance agency operations, coverages, rates, markets, andapplicable insurance laws, codes, and regulations.
• Exceptionalinterpersonal skills.
• Friendly,positive, professional, and customer-focused attitude.

Benefits

• Medical,Dental, and Vision Insurance.
• 401(k)Retirement Plan.
• Employer-paidGroup Life Insurance.
• Fullreimbursement of licensing and required training costs on a one-yearprorated basis.
• PaidTime Off.
• PaidHolidays.
• PaidBereavement Leave.
• GymMembership Reimbursement.
• EmployeeReferral Bonus Program.