Job Description


- Working in an insurance brokerage as a licensed Customer Service Representative CSR.

· Upon receiving a call, assists the client by applying changes, cancellations and updates to the policy, taking care to meet the client's needs effectively, while advising and educating in order to ensure the client's complete satisfaction and retention.

· Establish customer relationships and follow up with customers, as needed.

· Review renewal reports to ensure all clients are adequately looked after

Job Requirements:

· Professionalism and attention to detail.

· Ability to multitask.

· Strong communication and verbal skills.

· Ability to work in a fast paced environment.

· Active and responsible team member.

· Ability to take orders.

· Strong organizational and prioritization abilities.

· Ability to communicate with managers.

· Knowledge of financial documents


Compensation and Benefits

· Base Pay $60,000 - $70,000 depending on experience

· Plus Commission

· Health & Dental Benefits

· 3 weeks vacation



  • RIBO licensed

· 3 years of experience doing office work.

· Knowledge of financial documents.

· Ability to use computer software and ease with communication technology.

· Experience with operations/ customer service.

· Familiar with Broker management system Sig

Job Posting Details

Job Type


Market Segment


Company Type

Insurance Brokerage

Languages Required


Education Required

Insurance License

Minimum Experience Required

3 to 4 Years

Salary (annually)

from $60,000 to $70,000