Insurance CSR

Farsyt; Cambridge (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Competitive base salary

Performance bonus eligibility

Licensing support and education reimbursement

Job summary

Farsyt is seeking a Customer Service Representative (CSR) in Cambridge, Massachusetts, to enhance operations at our insurance agency. As our first CSR, you will manage client service relationships, handle policy changes, and support our production team. A strong eye for detail and communication skills are essential. We offer competitive salaries, performance bonuses, and comprehensive benefits. Join us to help build efficient workflows in a collaborative environment.

Qualifications

• Must have or obtain an active P&C producer license within 90 days of hire.
• 2+ years experience in insurance agency or carrier service role preferred.
• Familiarity with ACORD forms and standard personal lines and small commercial products required.

Responsibilities

• Process policy changes, endorsements, and cancellations.
• Prepare and submit ACORD applications and carrier-specific forms.
• Issue certificates of insurance and manage renewal reviews.

Skills

Attention to detail

Verbal communication

Written communication

Ownership

Client relationship management

Education

Active P&C producer license or willingness to obtain

2+ years in an insurance agency or carrier service role

Tools

Agency management system (Applied Epic, EZLynx, Hawksoft)

ACORD forms familiarity

Job description

About Farsyt

Farsyt is a venture-backed independent insurance agency built differently. Founded by technologists with deep roots in AI and machine learning, we combine the carrier access and client relationships of a traditional independent agency with the automation infrastructure of a modern tech company. We're in the early stages of building something significant — and we're looking for producers who want to grow with us, not just work for us.

We're licensed across personal lines and small commercial, with an expanding carrier portfolio and the tools to let producers spend more time selling and less time on admin.

The Role

As our first CSR, you'll be the operational backbone of the agency. You'll own the service relationship for our client base — handling everything from policy changes and certificates to renewals and carrier submissions — so our producers can stay focused on new business. You'll work closely with both the production team and directly with clients, and you'll have real influence over how we build our service workflows.

This isn't a call center role. It's a high-trust position at a small, fast-moving agency where your work is visible and your efficiency directly drives agency growth.

What You'll Do

• Process policy changes, endorsements, and cancellations across personal lines and small commercial accounts
• Prepare and submit ACORD applications and carrier-specific supplemental forms on behalf of producers
• Issue certificates of insurance and evidence of property
• Manage renewal reviews — pull loss runs, request updated information from clients, and prepare remarket submissions when needed
• Handle inbound client inquiries by phone and email, resolving coverage questions and service requests promptly
• Order MVRs, loss runs, and inspection reports as needed
• Maintain accurate and up-to-date client records in the agency management system
• Support producers during the quoting and binding process with data entry and follow-up
• Identify cross-sell and rounding opportunities and flag them to the appropriate producer

What We're Looking For

• Active P&C producer license, or willingness to obtain one within 90 days of hire (we'll sponsor and support)
• 2+ years of experience in an insurance agency or carrier service role preferred
• Familiarity with ACORD forms and standard personal lines and small commercial products
• Experience with an agency management system (Applied Epic, EZLynx, Hawksoft, or similar)
• Strong attention to detail and ability to manage multiple open items without things falling through the cracks
• Clear, professional written and verbal communication — clients will rely on you
• Someone who takes ownership rather than waiting to be told what to do next

Compensation

• Competitive base salary based on experience
• Performance bonus eligibility
• Full benefits including health, dental, and vision
• Licensing support and continuing education reimbursement

Why Farsyt

We've built the agency around reducing the manual work that burns out good CSRs at traditional agencies. That means better tooling, cleaner workflows, and a team that actually values what the service role contributes. If you're someone who takes pride in running a clean book and keeping clients well-served, you'll have the autonomy and support to do that here.