Customer Service Representative

Who are we?Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated A Excellent by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experienceplus technologyto give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growthand invite a diversity of motivated achievers to come, learn, work, create, growand succeedwith Colonial.Position OverviewWe are seeking high-energy, customer-focused Customer Service Representatives for our Surety, Fidelity, and Insurance Departments . This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in customer relationship building . You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience . No prior insurance experience is requiredjust a strong work ethic, excellent communication skills, and a drive to succeed!Key ResponsibilitiesCustomer Service & Sales Support:Engage with clients via phone and email , providing top-notch service and assistance.Educate potential customers on Business Bonds & Insurance Products , helping them navigate their options.Proactively follow up on leads and in-progress applications to drive sales conversions.Maintain accurate customer records and interactions in the CRM system .Collaborate with internal and external teams to streamline processes and improve customer experience .Administrative Responsibilities:Process and track applications, renewals, and policy updates .Ensure accurate data entry and maintain organized client records.Assist in preparing reports, documentation, and client communications .Support the team with invoicing, follow-ups, and other administrative tasks .Qualifications & Skills? Experience:0-2 years in customer service, sales support, or administrative roles .Prior experience working in a CRM system is highly preferred.Office environment experience is highly preferred (familiarity with office functions, basic technology, proper attire and conduct).? Skills & Competencies:Strong verbal and written communication skills comfortable with a high-volume phone role .Driven, self-motivated, and eager to grow in a sales-oriented environment .Detail-oriented with strong organizational and problem-solving skills .Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Access) .Ability to multi-task, prioritize, stay organized and meet deadlines efficiently .Skilled in using Excel functions : (SUM, IF, VLOOKUP/XLOOKUP, COUNT) for data management and reporting.Familiarity with Access and viewing/navigating files.Able to manage and create sales reports on policy purchases and premiums to track sales effectiveness.? Education & Certifications:Bachelors DegreeSchedule: Monday through Friday, 8:30 AM 5:30 PM (in-office)Dress Code: Business attire requiredBenefits Include:Health insurance401(k) planPaid Time Off (PTO)Paid sick days