Customer Service Representative- Commercial Surety

Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience—plus technology—to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth—and invite a diversity of motivated achievers to come, learn, work, create, grow—and succeed—with Colonial.

Who are we looking for? 

We are seeking a Customer Service Representative (CSR) with strong administrative skills to join our team. This role is responsible for assisting clients, processing insurance documents, managing policy inquiries, and providing administrative support to ensure smooth daily operations. The ideal candidate has excellent communication skills, attention to detail, and the ability to multitask in a fast-paced insurance environment.

• Serve as the first point of contact for clients via phone, email, and in-person inquiries.
• Assist customers with policy questions, renewals, endorsements, and claims processing.
• Educate clients on insurance products and coverage options to ensure they understand their policies.
• Handle customer complaints and escalate complex issues to the appropriate department.
• Maintain a high level of professionalism, empathy, and accuracy in all customer interactions.

• Process and maintain policy applications, endorsements, renewals, and cancellations.
• Ensure accuracy in data entry and documentation within internal systems.
• Assist in preparing reports, tracking policy renewals, and organizing client records.
• Support the sales and underwriting teams with document preparation, invoicing, and follow-ups.
• Handle general office tasks, including scheduling, correspondence, and file management.

Experience:

• 1-3 years of customer service experience in insurance, finance, or a related industry.
• Prior administrative experience in an insurance agency or brokerage is a plus.

Skills & Competencies:

• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and insurance CRM/software.
• Ability to handle multiple tasks and prioritize efficiently.
• Detail-oriented with strong organizational and problem-solving skills.
• Knowledge of insurance terminology and regulations (preferred).

Education & Certifications:

• BA in Business or applicable field. 

Colonial provides major medical, dental and vision insurance. In addition, we provide all employees with 15k of free life insurance, also effective on day one. We have paid holidays off and pride ourselves on a positive working environment. Industry training, position and systems training are provided upon hire.