ZipRecruiter

Log In

1

Insurance Agency Csr Jobs (NOW HIRING)

Bing Recruitment

CSR

Patchogue, NY · Hybrid

$65K - $90K/yr

Customer Service Representative (CSR) - Insurance Location: Patchogue, NY (On-site preferred ... insurance agency environment. · Technical Skills: Strong proficiency with data entry, agency ...

next page

Showing results 1-20

All JobsInsurance Agency Csr Jobs

Insurance Agency Csr information

See salary details

$26K

$48.4K

$73K

How much do insurance agency csr jobs pay per year?

As of Jul 21, 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 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 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.
More about Insurance Agency Csr jobs
What cities are hiring for Insurance Agency Csr jobs? Cities with the most Insurance Agency Csr job openings:
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
Infographic showing various Insurance Agency Csr job openings in the United States as of July 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 100% In-person job distribution, with an average salary of $48,409 per year, or $23.3 per hour.

CSR

Bing Recruitment

Patchogue, NY • Hybrid

$65K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago

Job description

Customer Service Representative (CSR) – Insurance


Location: Patchogue, NY (On-site preferred; Hybrid options considered)

Salary Range: $65,000 – $90,000 / year (Commensurate with experience)

Job Type: Full-time


Job Summary:


The Customer Service Representative (CSR) supports the Commercial Lines team by performing critical clerical, technical, and administrative tasks required to maintain commercial insurance accounts. This role focuses on daily client servicing, precise data entry, and document preparation for accounts across various industries, including Construction, Warehouses, Habitation, and Entertainment.


Core Responsibilities:

·       Document Preparation: Generate, issue, and distribute certificates of insurance, binders, ID cards, and cancellation notices accurately and timely.

·       Policy Administration: Perform detailed policy checking against carrier quotes and binders to ensure coverage accuracy.

·       Account Processing: Process and input policy adjustments into the agency management system, including endorsements, policy renewals, and account changes.

·       Financial Processing: Execute invoicing for new business, renewals, and endorsements according to agency procedures.

·       Client Servicing: Handle daily customer service inquiries, assist with routine account questions, and route complex requests to Account Executives.


Qualifications & Skills:

·       Experience: 1–3 years of administrative or customer service experience, preferably within an insurance agency environment.

·       Technical Skills: Strong proficiency with data entry, agency management systems, and Microsoft Office (Word, Excel, Outlook).

·       Attention to Detail: High accuracy in processing legal and financial insurance documentation.

·       Communication: Clear, professional verbal and written communication skills for daily client interaction.

·       Education/Licensing: Active Property & Casualty (P&C) license or willingness to obtain one is a plus.


Benefits

·       Competitive base salary ($65K - $90K)

·       Comprehensive health, dental, and vision insurance

·       401(k) retirement plan 

·       Paid Time Off (PTO) and paid holidays

·       Career advancement opportunities