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Insurance Agency Csr Jobs (NOW HIRING)

Dukes Insurance Agency

Insurance CSR

Chicago Ridge, IL · On-site

$18 - $24/hr

Filing Service Representative Requirements: * High school diploma or GED. * Previous experience working as a customer service representative, preferred. * Willingness to learn knowledge of insurance ...

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Insurance Agency Csr information

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$26K

$48.4K

$73K

How much do insurance agency csr jobs pay per year?

As of Jun 30, 2026, the average yearly pay for insurance agency csr in the United States is $48,409.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $55,000.00 per year, depending on experience, location, and employer.

What is CSR job in insurance?

An Insurance Agency Customer Service Representative (CSR) is responsible for assisting clients with policy inquiries, claims, and coverage options. They handle customer interactions, process policy changes, and often use insurance software to manage accounts, requiring good communication skills and knowledge of insurance products.

What jobs pay $2000 a day?

Jobs that can pay $2000 a day typically include high-level roles such as specialized medical professionals, senior corporate executives, successful entrepreneurs, or certain consulting and investment roles. These positions often require extensive experience, advanced skills, or significant responsibility, and may involve long hours or high-pressure environments.

What is a CSR in the insurance industry?

An Insurance Agency CSR (Customer Service Representative) is responsible for assisting clients with policy inquiries, processing claims, and providing information about coverage options. They typically handle customer interactions via phone, email, or in person and need good communication and organizational skills. Some roles may require knowledge of insurance software and relevant certifications.

What are the most common challenges faced by Insurance Agency CSRs, and how can they be managed effectively?

Insurance Agency CSRs often face the challenge of balancing high volumes of client inquiries with administrative tasks, such as processing policy changes or claims. Managing time efficiently and prioritizing urgent customer needs are key to success in this role. Building strong product knowledge and staying organized can help CSRs resolve issues quickly and provide excellent customer service. Additionally, effective communication with agents and underwriters is essential for ensuring accurate information and smooth policy processing.

What are Insurance Agency CSRs?

Insurance Agency CSRs, or Customer Service Representatives, are professionals who work in insurance agencies to assist clients with their insurance needs. They handle customer inquiries, process policy changes, provide quotes, and resolve billing or coverage questions. CSRs play a key role in maintaining client relationships and ensuring customer satisfaction by providing accurate information and prompt service. They often act as the main point of contact between the insurance agency and its customers.

What job makes $10,000 a month without a degree?

An Insurance Agency Customer Service Representative (CSR) typically earns less than $10,000 per month, but some sales roles in insurance or financial services can reach that level through commissions and bonuses. High-performing insurance agents or brokers with strong client networks and sales skills may achieve $10,000 or more monthly income without a degree, especially in commission-based environments. Success often depends on experience, sales ability, and the specific company or market.

What is the difference between Insurance Agency Csr vs Insurance Agent?

AspectInsurance Agency CsrInsurance Agent
CredentialsMay require licensing depending on state, customer service certificationsRequires state licensing and insurance licenses
Work EnvironmentOffice-based, customer service focusField and office-based, sales and client interaction
Primary RoleAssist customers, handle inquiries, process policiesSell insurance policies, advise clients, generate new business

Insurance Agency CSRs primarily focus on customer service and support within an agency, often requiring licensing and certifications similar to insurance agents. While CSRs handle inquiries and policy processing, insurance agents actively sell policies and seek new clients. Both roles are essential in the insurance industry, but their core functions differ in sales versus service focus.

What are the key skills and qualifications needed to thrive as an Insurance Agency CSR, and why are they important?

To thrive as an Insurance Agency Customer Service Representative (CSR), you need a solid understanding of insurance products, attention to detail, and often a relevant state insurance license. Familiarity with agency management software, CRM systems, and quoting tools is typically required. Outstanding interpersonal skills, patience, and problem-solving abilities help CSRs excel in handling client needs and resolving concerns. These competencies ensure efficient client service, regulatory compliance, and strong customer relationships essential for agency success.
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What job categories do people searching Insurance Agency Csr jobs look for? The top searched job categories for Insurance Agency Csr jobs are:
Insurance Agency Csr jobs near you

Insurance Customer Service Representative

Harrison Gray Search and Consulting LLC

Adams, WI • On-site

$36K - $50K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Customer Service Representative – Commercial & Personal Lines

Harrison Gray Search has partnered with a premier independent insurance agency to find a skilled Customer Service Representative (CSR) to join their team. This administrative processing and support role is based out of their centralized office. The position is structured as a hybrid in-office role; all remote candidates must reside within driving distance of an office location. In this role, you will join a centralized Commercial Lines CSR team that supports Account Managers across the department. Unlike traditional Account Managers, CSRs do not maintain an assigned book of business. Instead, you will provide critical, shared administrative and processing support to ensure seamless daily operations.

Job Details

  • Job Type: Full-Time
  • Schedule: Monday – Friday (Enjoy your evenings off!)
  • Work Location: Eau Claire, WI (Hybrid in-office; hybrid/remote options considered if outside a reasonable commuting distance, but must be within driving distance of an office)
  • Category: Customer Service & Administrative Support

Core CSR Focus Areas

  • Processing endorsements, cancellations, and policy changes.
  • Submitting claims and conducting diligent claim follow-ups.
  • Issuing certificates of insurance.
  • Processing notary bonds and similar administrative requests.
  • Managing general service requests and documentation within the agency management system.

Key Responsibilities

Production Support & Administration

  • Applications & Proposals: Complete insurance applications in coordination with Agents, Account Executives, or Account Managers, and submit them to eligible carriers. Prepare proposals and renewal summaries.
  • System Maintenance: Keep the agency management system meticulously updated with accurate, real-time data.
  • Processing: Administer the processing and suspense of new business, renewals, cancellations, change requests, and endorsements.
  • Documentation: Prepare certificates, binders, surety bonds, and general correspondence. Complete MVR requests and trucking certificates on a scheduled rotation.
  • Office Operations: Support front-office operations by answering incoming calls, greeting visitors, and serving as a backup to the receptionist when needed. Handle basic office functions (filing, scanning, copying, and faxing).
  • Workflow Efficiency: Organize tasks and resources to meet strict deadlines, using discretion, sound judgment, and initiative guided by established procedures.

Customer Service Excellence

  • Client Satisfaction: Deliver exceptional service that consistently exceeds expectations, promoting a friendly, helpful environment for both internal team members and external clients.
  • Issue Resolution: Answer customer questions and resolve complaints in a prompt, efficient, and professional manner.
  • Collaboration: Maintain a highly collaborative and respectful attitude with all employees, clients, and vendors to support a positive, team-oriented culture.

Requirements & Qualifications

  • Experience: 3+ years of experience handling both commercial and personal insurance lines.
  • Communication: Exceptional verbal and written communication skills with a professional demeanor.
  • Operational Excellence: Strong analytical thinking, organizational skills, and a high degree of accuracy with an eye for detail.
  • Technical Savvy: Proficient in computer skills to seamlessly document and access information within digital agency systems.
  • Autonomy: Proven ability to manage multiple competing priorities efficiently and independently while following established workflows.

License and Certification Requirements

  • Insurance License: Current Wisconsin Property & Casualty Resident Intermediary license (or the immediate ability to obtain one).
  • Driver's License: A valid Wisconsin driver's license with an acceptable driving history.

Benefits & Perks

  • Health & Wellness: Comprehensive Health, Dental, and Vision insurance plans.
  • Financial Security: Retirement plan, Life insurance, and Disability insurance.
  • Family & Balance: Paid Time Off (PTO), Parental Leave, and a predictable weekday schedule.
  • Professional Growth: Hands-on training and clear pathways for career advancement.

About the Organization

Our client is one of the largest and most respected independent insurance agencies in Wisconsin, offering premier personal, commercial, and employee benefits solutions. Built on a foundational philosophy of hard work, deep loyalty, and aggressive client representation, their team spans 19 locations across the state, bringing together top-tier sales and service talent.

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