Customer Service Representative (CSR) – Insurance Agency
Location: 638 Independence Pkwy. Ste. 220 Chesapeake, VA 23320
Employment Type: Full-Time
Position Overview
We are seeking a detail-oriented and proactive Customer Service Representative (CSR) to support our Account Managers and Producers. This role is essential in maintaining strong client relationships, ensuring smooth communication, and assisting with day-to-day account servicing and administrative tasks.
The ideal candidate is organized, responsive, and comfortable working in a fast-paced insurance environment.
Key Responsibilities
Client Communication & Support
- Field incoming calls on behalf of Account Managers
- Communicate effectively with insureds to gather necessary information
- Assist in maintaining strong client relationships through timely follow-ups
Policy & Account Servicing
- Collect and forward information for certificates and policy change requests
- Follow up on policy changes to ensure endorsements are completed and documented in HawkSoft
- Process vehicle additions in HawkSoft and issue Auto ID cards
Claims Assistance
- Collect claim details and submit claims to carriers
- Follow up to obtain adjuster information
- Provide adjuster contact details to insureds
- Ensure adjusters have made contact with clients
Billing & Invoicing
- Generate invoices for agency-billed renewals, endorsements, and audits
- Send invoices to insureds and follow up on outstanding payments
- Handle billing inquiries, cancellations, and reinstatement requests
Compliance & Follow-Up
- Follow up with insureds for additional information requested by carriers
- Assist with audit-related communications and non-compliance issues
Administrative Support
- Prepare finance agreements for Agency Bill E&S renewals
- Assist with updating ACORD applications in HawkSoft for renewals
- Maintain accurate documentation and task follow-ups within agency systems
Qualifications
- Prior insurance or administrative experience preferred
- Familiarity with HawkSoft or similar agency management systems is a plus
- Strong communication and customer service skills
- Excellent organizational and multitasking abilities
- Attention to detail and ability to follow through on tasks
What We Offer
- Competitive salary based on experience
- Opportunities for growth and advancement
- Supportive team environment
- Ongoing training and development
How to Apply
Please submit your resume and a brief cover letter outlining your experience and interest in the role.
Pay: $45,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Experience:
- Customer service: 1 year (Preferred)
License/Certification:
- Property & Casualty License (Preferred)
Work Location: Hybrid remote in Chesapeake, VA 23320
