What are the responsibilities and job description for the Customer Service Representative (CSR) position at CDS Insurance Agency?
CSR
**Position Type:** Full-Time
**Work Environment:** Onsite (with future hybrid option)
**About Us:**
At CDS Insurance Agency, we pride ourselves on providing exceptional insurance solutions and outstanding customer service to our clients. Our dedicated team is committed to building lasting relationships with our clients while ensuring their needs are met with professionalism and care.
**Position Overview:**
We are seeking a motivated and detail-oriented Customer Service Representative to join our dynamic team. In this role, you will play a pivotal part in assisting clients, servicing accounts, and contributing to the overall success of our agency.
**Key Responsibilities:**
- Assist clients with inquiries and provide information regarding policies, coverages, and services.
- Service existing accounts by processing endorsements and certificates of insurance accurately.
- Complete logs and data entry tasks in a timely manner to maintain accurate records.
- Utilize agency management software for account handling; prior experience is required.
- Build strong relationships with clients through effective communication and support.
- Collaborate with team members to ensure seamless service delivery.
**Qualifications:**
- Prior experience in an insurance agency or related customer service role is preferred.
- Proficient in using agency management software; specific experience is a must.
- Licensed as an insurance producer is a plus but not mandatory.
- Excellent communication skills, both written and verbal.
- Strong attention to detail and organizational skills.
**What We Offer:**
- A supportive work environment within a small office setting.
- Opportunities for professional growth leading into a hybrid work model.
- Competitive salary commensurate with experience along with benefits package.
If you are passionate about helping others and looking for an opportunity where you can grow your career in the insurance industry, we encourage you to apply!
To apply, please submit your resume along with a cover letter outlining your relevant experience.
CDS Insurance Agency is an equal opportunity employer.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- On-the-job training
Shift:
- Day shift
Experience:
- Insurance: 1 year (Preferred)
License/Certification:
- Insurance Producer License (Preferred)
Ability to Commute:
- Mesa, AZ 85209 (Required)
Work Location: Hybrid remote in Mesa, AZ 85209
Salary : $40,000 - $60,000