Insurance Customer Service Representative (CSR)

Matt Sipowski Ins. Inc.; Boca Raton (FL); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Comprehensive training

Career advancement

Collaborative office culture

Job summary

gobravvo is seeking an Insurance Customer Service Representative (CSR) to support both clients and the insurance sales team in a fast-paced Boca Raton office. You will handle a high volume of calls, assist with billing inquiries and policy information, and route complex issues to specialists, while maintaining a positive, service-oriented approach.

This role emphasizes reliability, teamwork, and a proactive attitude, with comprehensive training and opportunities to develop industry knowledge

Qualifications

• High school diploma or equivalent required.
• Strong verbal and written communication skills.
• Ability to multitask across multiple computer systems.
• Positive attitude and commitment to delivering excellent customer service.
• Previous experience in insurance or customer service preferred but not required.

Responsibilities

• Respond promptly to client calls regarding billing, policy information, and service requests.
• Identify client needs and provide clear, accurate solutions during the first interaction.
• Escalate complex or sales-specific inquiries to designated team members as needed.
• Document all client interactions accurately within company systems.
• Work collaboratively with colleagues to promote a positive team environment.
• Demonstrate proficiency in navigating multiple computer applications to retrieve and update client information.
• Adhere to company policies and uphold ethical standards in all interactions.

Skills

Communication skills

Multitasking

Adaptability

Team player

Reliability

Customer service

Education

High school diploma or equivalent

Tools

CRM software

Job description

The role of Insurance Customer Service Representative (CSR) plays a key part in supporting both clients and the insurance sales team. As an Insurance Customer Service Representative (CSR), you will interact with a high volume of clients seeking assistance with billing inquiries, policy information, and general service questions. The primary objective is to provide efficient, courteous, and knowledgeable service that resolves client needs during the first interaction. This position requires attentiveness, a positive attitude, and the capacity to manage multiple tasks and computer applications simultaneously. An understanding of insurance terminology and processes is beneficial, though not mandatory, as the team values the right attitude and work ethic above all else.

In this Insurance Customer Service Representative (CSR) position, you will be responsible for addressing and resolving customer service calls, ensuring that all inquiries are managed effectively. Calls that involve more complex or sales-related matters will be routed to specialized team members. Your goal will always be to provide comprehensive solutions and ensure overall client satisfaction. This role is ideal for those who thrive in fast-paced environments and excel at multitasking across various computer systems.

The company culture is built on integrity, punctuality, and a strong work ethic. As an Insurance Customer Service Representative (CSR), you are expected to maintain high standards of professionalism and demonstrate reliability in attendance and performance. The organization values team members who consistently contribute to operational success and support a positive workplace atmosphere. This is an excellent opportunity to join a reputable insurance company recognized for its commitment to client support and community connection. The office is located in a vibrant area, offering a welcoming work environment and the chance to serve local clients effectively.

No prior insurance experience is required for the Insurance Customer Service Representative (CSR) role, but a willingness to learn and a proactive approach to problem-solving are essential. If you are enthusiastic about making a difference, enjoy helping others, and are adept at adapting to new systems and procedures, this position will allow you to develop valuable skills and advance your career in the insurance industry. Candidates who value teamwork, demonstrate initiative, and approach challenges with a positive outlook are highly encouraged.

Insurance Customer Service Representative (CSR) - Summary

• Support clients and the insurance sales team with billing and service inquiries
• Handle a high volume of customer calls, addressing questions and resolving concerns efficiently
• Reroute complex or sales-related calls to appropriate team members
• Utilize multiple computer systems to provide accurate information quickly
• Maintain a positive, solution-oriented attitude and uphold professional integrity at all times

Duties & Responsibilities

• Respond promptly to client calls regarding billing, policy information, and service requests
• Identify client needs and provide clear, accurate solutions during the first interaction
• Escalate complex or sales-specific inquiries to designated team members as needed
• Document all client interactions accurately within company systems
• Work collaboratively with colleagues to promote a positive team environment
• Demonstrate proficiency in navigating multiple computer applications to retrieve and update client information
• Adhere to company policies and uphold ethical standards in all interactions

Salary & Benefits

• Competitive compensation package commensurate with experience and qualifications
• Opportunities for career advancement within a leading insurance organization
• Comprehensive training and ongoing support for professional development
• Work in a collaborative and supportive office culture
• Potential for additional benefits as outlined by the company

Qualifications & Requirements

• High school diploma or equivalent required
• Strong verbal and written communication skills
• Ability to multitask and navigate multiple computer systems efficiently
• Positive attitude and commitment to delivering excellent customer service
• Previous experience in insurance or customer service is preferred but not required
• Capacity to work effectively in a high-volume, fast-paced environment
• Demonstrated reliability and punctuality

Ideal Candidate Snapshot

• Enthusiastic and motivated to help others
• Quick learner with adaptability to new systems and procedures
• Team player who contributes positively to workplace culture
• Strong problem-solving skills and attention to detail
• Interest in building a career within the insurance industry
• Upholds high ethical standards and professionalism

Other Relevant Information

• Join a reputable insurance company with a commitment to client satisfaction
• Work in a dynamic office environment focused on teamwork and high performance
• Opportunity to develop valuable industry skills and advance professionally