Do you enjoy helping customers and collaborating with a team? Are you good at problem solving and do you thrive in a fast-paced environment? We are a growing insurance agency that takes pride in building real relationships. In this role, you will help keep things running smoothly for our commercial clients — making sure their questions are answered, their policies stay up to date, and they always feel taken care of. Interested? If so, we are looking for you! Richards Insurance; is looking for a Full-time CSR to join our team in our Oshkosh office.

Requirements

• 2-3 years of customer service experience, preferably in commercial insurance lines.
• Experience working within commercial lines insurance agency is a PLUS.
• Strong technology skills including proficiency with Windows, database functionality, electronic document management system and internet navigation.
• Comfortable speaking to clients and carriers over the phone and in person and via email.
• Sound organizational skills with the ability to multi-task in a fast-paced environment.
• Exceptionally customer focused
• High School Diploma / Associate degree desired
• Property and Casualty Insurance License is a PLUS. If you do not currently have, you MUST be willing to become licensed.

Responsibilities

The primary focus of this position is to assist in the management of multi-line commercial accounts. This includes working directly to customers’ daily service requests, evaluating, and recommending coverages to meet the needs of the client/prospect while maintaining solid carrier relations. Major responsibilities include reviewing policies for accuracy, processing certificates, binders, change requests, claims, audits, and endorsements.

What can You expect from Richards Insurance?

• Competitive salary and paid time off benefits
• Paid vacation and paid holidays
• Sit/stand desks for ergonomic comfort.
• Community involvement
• Company paid for licensing and continuing education.
• 401K with company match
• Medical, Dental, Vision, Life, Flex Spending Accounts and more!
• Discount on personal auto and homeowners’ insurance
• Opportunity to advance your career!