Insurance CSR & Growth Driver - Ops Backbone

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

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.