Customer Service Representative – Certificates of Insurance (CSR I )
Location: In Office Only
Schedule: Full-Time | Monday–Friday | 8:00 AM – 5:00 PM
Department: Insurance – Service Center (Certificates)
About the Position
We are a busy and growing mostly Commercial Insurance office seeking a detail-oriented and dependable Customer Service Representative to specialize in Certificates of Insurance (COIs). This role is ideal for someone who thrives in a fast‑paced, team‑focused environment, enjoys working with accuracy and deadlines, and takes pride in delivering excellent customer service.
If you are highly organized, computer‑savvy, and enjoy problem‑solving, we’d love to hear from you.
Key Responsibilities
- Process daily Certificates of Insurance, including simple and complex Additional Insured requests
- Review certificate requirements for accuracy and compliance
- Communicate professionally with insureds, agents, and third‑party requestors
- Accurately document all certificate activity in EPIC
- Manage multiple certificate requests in a time‑sensitive environment
- Assist with revisions, renewals, batch certificates, and endorsement‑driven requests
- Collaborate with internal teams to resolve missing or incorrect information
- Provide general customer service support as needed
What We’re Looking For
- 3+ years of customer service experience (required)
- 3+ years of strong computer literacy experience (required)
- Excellent written and verbal communication skills
- High attention to detail and strong organizational skills
- Ability to multitask, prioritize, and meet deadlines
- Problem‑solving mindset with a professional attitude
- Insurance or certificate experience is a plus, but not required
Work Environment
- In‑office position only
- Fast‑paced commercial insurance setting
- Supportive, team‑oriented culture
Benefits
- 401(k)
- Health Insurance
- Paid Time Off
Education
- High school diploma or equivalent (required)
Job Type: Full-time
Pay: $18.00 - $21.00 per hour
Benefits:
- 401(k)
- Health insurance
- Paid time off
Shift:
Education:
- High school or equivalent (Required)
Experience:
- Computer literacy: 3 years (Required)
- Customer Service: 3 years (Required)
Work Location: In person
