Insurance CSR: Client Service & Cross-Sell

Insight Global (United States); Portland (OR); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading insurance agency in Portland, OR, is seeking a detail-oriented and customer-focused Insurance Customer Service Representative (CSR). This role involves servicing existing accounts, handling policy changes, and ensuring client satisfaction while maintaining compliance. Candidates should have an active Property and Casualty license in Oregon and previous CSR experience. Join our team to provide exceptional service to our clients and support the sales team effectively.

Qualifications

• Must have a Property and Casualty license in the state of Oregon.
• Previous experience as a Customer Service Representative is required.

Responsibilities

• Process policy changes, endorsements, renewals, and cancellations.
• Cross-sell to existing clients.
• Respond to client inquiries via phone, email, and in person.

Skills

Detail-oriented

Customer-focused

Excellent communication skills

Education

Active Property and Casualty license in OR

Job description

A leading insurance agency in Portland, OR, is seeking a detail-oriented and customer-focused Insurance Customer Service Representative (CSR). This role involves servicing existing accounts, handling policy changes, and ensuring client satisfaction while maintaining compliance. Candidates should have an active Property and Casualty license in Oregon and previous CSR experience. Join our team to provide exceptional service to our clients and support the sales team effectively.