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CSR - Commercial Insurance

GPACMission Viejo, CAMay 26th, 2026
Customer Service Representative Insurance AgencyWe are seeking a dependable and customer-focused Customer Service Representative to join a growing independent insurance agency. This role is ideal for someone who enjoys helping clients, staying organized, and working in a fast-paced team environment. The CSR will support clients with policy servicing, account maintenance, and day-to-day insurance needs while building strong customer relationships.This is an excellent opportunity for someone looking to grow their career within the insurance industry while gaining exposure to multiple carriers and coverage types.ResponsibilitiesAssist clients with policy changes, renewals, billing questions, certificates, and coverage inquiriesProcess endorsements, cancellations, reinstatements, and policy updates accurately and efficientlyHandle inbound calls, emails, and customer requests in a professional and timely mannerSupport Account Managers and Producers with administrative and service-related tasksReview policies and documents for accuracy and completenessMaintain detailed and organized client records within the agency management systemCommunicate with insurance carriers regarding underwriting, policy servicing, and follow-up itemsHelp ensure excellent customer retention through responsive service and relationship-buildingStay informed on agency procedures and carrier guidelinesQualificationsPrevious customer service or administrative experience requiredInsurance agency experience preferred but not requiredProperty & Casualty license preferred or willingness to obtainStrong communication and interpersonal skillsDetail-oriented with strong organizational abilitiesComfortable handling multiple priorities in a fast-paced environmentProficient with Microsoft Office and agency management systemsPositive attitude and team-oriented mindsetWhat We OfferCompetitive salary depending on experienceBenefits package including health insurance and paid time offSupportive and collaborative agency cultureOpportunity for long-term growth within the insurance industryStable MondayFriday schedule with work-life balance