Position Summary
Evergreene Partners is a fast-growing independent insurance agency looking for an organized, friendly, and motivated Customer Service Representative to join our team in Ambler, PA. If you enjoy helping people, solving problems, and working in a positive office environment where your work is appreciated, we'd love to meet you.
The Customer Service Representative (CSR) serves as the primary point of contact for our clients, providing exceptional service while managing policy changes, renewals, billing inquiries, claims support, and account servicing. The ideal candidate is organized, detail-oriented, and enjoys solving problems while delivering a first-class customer experience.
This is an excellent opportunity for someone looking to grow with a rapidly expanding independent insurance agency.
Responsibilities
- Deliver outstanding customer service via phone, email, and text
- Process policy endorsements and coverage changes
- Handle billing questions and payment inquiries
- Assist clients with claims reporting and follow-up
- Issue certificates of insurance, ID cards, and proof of insurance
- Review policies for coverage gaps and identify cross-selling opportunities
- Process new business applications and policy renewals
- Work directly with insurance carriers to resolve underwriting and service issues
- Maintain accurate client records within the agency management system
- Follow up on outstanding items to ensure timely completion
- Assist producers with account servicing and retention efforts
- Build long-term relationships that increase client satisfaction and retention
Pay: $42,500.00 - $55,000.00 per year
Benefits:
Work Location: In person
