Insurance Customer Service Representative CSR

At Catoctin Valley Insurance, we believe that insurance is about more than just paperwork; it is about providing peace of mind to our neighbors here in Boonsboro. Our office is a warm, collaborative space where every team member is valued for the unique insight they bring to the table. We are looking for an Insurance Customer Service Representative who genuinely enjoys connecting with people and helping them navigate the complexities of their policies. In this role, you will be the friendly face and steady voice our clients rely on when they have questions or need support. You will not just be managing accounts; you will be building relationships and acting as a dedicated advocate for the individuals and families in our community. We pride ourselves on creating a workplace that is both supportive and high-achieving, where your voice is heard and your professional growth is truly encouraged. If you value personal interaction, have a knack for problem-solving, and want to make a tangible difference in the lives of those around you, we would love for you to join our team.

Salary Range: $32000.00 - $38000.00 per year

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Responsibilities

Manage daily account maintenance, including policy changes, endorsements, and billing inquiries for our personal lines clients.

Serve as a primary point of contact, answering questions and providing clear explanations of coverage options.

Review existing client policies during renewal periods to ensure they are adequately protected.

Process incoming payments and assist clients with insurance carrier billing portals.

Document all client interactions accurately within our agency database to ensure seamless service.

Collaborate with our sales team to identify gaps in coverage and offer appropriate solutions.

Resolve client concerns with patience, empathy, and a focus on long-term satisfaction.

Generate sales leads.

Active Maryland (or resident state) Property and Casualty Producer license.

Experience in an insurance agency setting.

Strong command of agency management systems and Microsoft Office Suite.

Deep understanding of personal lines insurance products and coverage forms.

High school diploma or equivalent.

Strong organizational habits and attention to detail.