Insurance Brokerage CSR

Since 1984 our firm has been at the forefront of providing exceptional brokerage services. With our extensive experience in both commercial and personal insurance, as well as our deep industry knowledge, we have established ourselves as a leading force in the field.

As direct partners with top-tier insurance companies, we have access to a wide range of coverage options and corresponding rates. This allows us to work exclusively in the best interests of our clients, providing them with tailored solutions that meet their unique needs.

We prioritize building strong relationships with our clients. We take the time to understand their individual requirements and carefully explain insurance policies, ensuring they are fully informed throughout the process. Our team also goes above and beyond by responding to calls and emails outside of typical office hours, guiding clients expertly through the claims process, and reviewing insurance placement at renewal to secure the best possible deal.

Job Description:

The Customer Service Representative (CSR) will be responsible for providing exceptional customer service and support to clients of the insurance brokerage. The CSR will serve as the primary point of contact for clients, providing guidance on policy options, answering questions, and facilitating policy changes and claims.

Duties and Responsibilities:

• Respond to client inquiries via phone, email, or in person and provide information on policy options, coverage details, and claims processes.
• Assist clients in completing insurance applications and submit to underwriters for review.
• Generate and distribute insurance policies to clients once an application is approved.
• Assist clients in making changes to their policies, such as adding or removing coverage, and provide information on any resulting changes to premiums.
• Handle claims inquiries and assist clients in submitting documentation for claims.
• Follow up with clients on the status of their claims and provide updates on any outstanding issues.
• Maintain accurate and up-to-date client records in the brokerage's database.
• Provide administrative support to brokers as needed, including preparing reports, organizing documents, and scheduling appointments.
• Keep up-to-date on industry developments and changes in insurance policies and regulations.

Requirements:

• High school diploma or equivalent required; college degree preferred.
• Previous experience in customer service, preferably in the insurance industry.
• Strong communication skills, both written and verbal.
• Excellent organizational skills and attention to detail.
• Ability to multitask and manage multiple priorities effectively.
• Proficient in Microsoft Office and comfortable working with excel.
• Ability to work independently and as part of a team.
• Ability to maintain confidentiality and handle sensitive information.

Benefits

• Paid Federal, National and Jewish holidays
• Fully paid half-day every Friday
• Medical
• Flexible paid time off
• 401k
• 40% commission on new accounts brought in

Additional Information

• Location: New Canaan, CT

If you are passionate about providing excellent customer service and have a desire to learn and grow in the insurance industry, we encourage you to apply for this exciting opportunity.

Job Type: Full-time

Pay: $70,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Flexible schedule
• Health insurance
• Paid time off

Experience level:

• 10 years
• 11+ years
• 1 year
• 2 years
• 3 years
• 4 years
• 5 years
• 6 years
• 7 years
• 8 years
• 9 years

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to commute/relocate:

• New Canaan, CT: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have experience working at a brokerage firm?

Work Location: One location