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Customer Service Representative - Property & Casualty Business Liability Insurance Experience

Colonial Surety Company
Woodcliff Lake, NJ Full Time
POSTED ON 2/12/2025
AVAILABLE BEFORE 5/12/2025

Who are we?

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.

Position Overview

We are seeking a high-energy, customer-focused Customer Service Representative (CSR) with Property & Casualty Business Liability Insurance Experience. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in P&C and or financial sector Customer Service is a must-as well as a strong work ethic, excellent communication skills, and a drive to succeed!

Key Responsibilities Customer Service & Support :

  • Engage with clients via phone and email , providing top-notch service and assistance.
  • Proactively follow up on leads and in-progress applications to drive conversions.
  • Maintain accurate customer records and interactions in the CRM system.
  • Collaborate with internal teams to streamline processes and improve customer experience.

Administrative Responsibilities :

  • Process and track applications, renewals, and policy updates.
  • Ensure accurate data entry and maintain organized client records.
  • Assist in preparing reports, documentation, and client communications.
  • Support the team with invoicing, follow-ups, and other administrative tasks.
  • Qualifications & Skills

    Experience :

  • 1-3 years in customer service, sales support, or administrative roles.
  • Prior experience working in a CRM system is highly preferred.
  • Skills & Competencies :

  • Strong verbal and written communication skills - comfortable with a high-volume phone role.
  • Driven, self-motivated, and eager to grow in a sales-oriented environment.
  • Detail-oriented with strong organizational and problem-solving skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Ability to multi-task, prioritize, and meet deadlines efficiently.
  • Education & Certifications : BA Degree in Business or a related field.

    Why Join Us?

    Heavy phone presence & sales growth opportunities

    50,000 base salary

    Monday-Friday, 8 : 30 AM - 5 : 30 PM schedule with a 1-hour lunch

    Supportive team environment & professional development

    If you're hungry for success, love being on the phone, and want to start a career in insurance , we'd love to hear from you!

    Salary : $50,000

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