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Customer Service Representative

The Wallace Insurance Agency Inc Meridian, ID

  • Posted: over a month ago
  • $36,000 to $41,000 Yearly (plus commission)
  • Full-Time
  • Benefits: 401k,
Job Description

The Wallace Insurance Agency has been in business since 2007. We have two locations and are licensed in eight states. We are seeking a Full-Time CSR for our location in Downtown Meridian.

Our Agency believes in doing the right thing for our clients and providing the highest level of service. We also believe in teamwork and pulling together to meet our common goals. As a CSR for our agency, you will receive all the support needed to be successful. We offer an hourly wage, bonus opportunities, paid time off and benefits.

This position will provide support to our customers, both Personal Lines and Commercial. The type of customer service you will provide consists of reviewing coverage, requesting and making policy changes, handing billing inquiries, reviewing/maintaining account information, answering customers’ questions, taking claims information, generating/processing appropriate documents and other related services. Sales support will consist of quoting new business opportunities, cross-selling existing accounts as well as other related duties.


·Accurately maintain customer information in the agency management system (EZlynx).

· Process customer change requests

· Issue auto ID cards, certificates of insurance, and evidence of property insurance

· Process payments/send NOC notices

· Process and follow up on underwriting requests

· Process new business accounts/cancellation requests

· Collection of premiums and set up premium financing

· Speak with customers on the phone and respond to emails

· Making sure all needed documents are received and processed until file is marked as complete

· Processing customer change requests

· Understanding of underwriting requirements, policy forms and Acord forms

· Process daily reports and distribute to team.

· Assist with Marketing activities

· Opportunities to Participate in community activities as an agency representative.

· Review all files for completeness and accuracy.

As CSR you will:

  • Be provided with training and support
  • Work out of our office in Downtown Meridian
  • Use your skills to maintain/develop relationships that will turn into closed business accounts
  • Assist with the implementation of our marketing strategies to develop a pipeline of prospective clients
  • Enjoy working with our team and in a great working environment

What we are looking for:

  • High energy, friendly and driven.
  • A good representative of our brand
  • Self sufficient
  • Someone that is trustworthy and has a deep level of integrity
  • Excellent customer service skills
  • Excellent communication skills
  • 2 years of experience as a CSR is preferred



Experience with Commercial and Personal Lines

P&C licensed

Life/Health licensed

Fluent in Spanish

Company Description
Insurance Agency in business since 2007. We handle all types of insurance and work with many carriers.

The Wallace Insurance Agency Inc

Why Work Here?
Great opportunity in a fun working environment!

Insurance Agency in business since 2007. We handle all types of insurance and work with many carriers.


214 E Pine Ave

Meridian, ID



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