CSR - Licensed Service Agent

Kaizen Lab Inc.; Riverdale (NJ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) Retirement Plan

Employer-paid group life insurance

Licensing training cost reimbursement

Paid time off

Paid holidays

Paid bereavement leave

Gym membership reimbursement

Employee referral bonus program

Job summary

William R. Seide Agency is seeking a Licensed Service Agent to join our team in New Jersey. You will support clients, manage policy servicing, and help with underwriting support while delivering outstanding service.

The ideal candidate holds an active Property & Casualty license and has 3+ years of Personal Lines or Commercial Lines or independent agency experience. Strong communication and meticulous documentation are essential.

Qualifications

• Active Property & Casualty license is required.
• 3+ years of Personal Lines, Commercial Lines, or Independent Agency experience preferred.
• Strong communication and client-facing skills.
• CRM experience and agency operations knowledge.

Responsibilities

• Support clients and ensure their insurance needs are met through standing service and attention to detail.
• Process insured policy changes and verify endorsements with carriers.
• Provide personalized consultations regarding client service needs.
• Document client interactions and maintain accurate contact information in the agency system.

Skills

Active listening

Customer service

Relationship-building

Attention to detail

Communication

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

Microsoft Office

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.