Client Service Representative

Join Our Team at CAP Co. Financial!
Position: CSR – Client Relations
Location: Greenville, North Carolina

Required: Active Property & Casualty License and a minimum of 2 years’ experience in the insurance industry.

About Us:
CAP Co Financial is an independent insurance and financial brokerage dedicated to helping our clients protect what matters most—whether it’s their home, business, vehicle, or financial future. Our team values loyalty, positivity, teamwork, and collaboration. We believe that when our people grow and succeed, our clients benefit as well.

About the Role:
We are looking for a Client Services Representative (CSR) to join our team and help provide exceptional client experience.

In this role, you’ll work closely with our team to support clients, answer policy-related questions, assist with service needs, and help ensure that everything runs smoothly from start to finish.

The ideal candidate is a strong communicator who is professional, dependable, coachable, organized, and committed to providing outstanding customer service.

Key Responsibilities:

• Provide professional client support by phone, email, and in person
• Assist with policy changes, renewals, and service requests
• Answer coverage questions and help resolve client issues
• Maintain accurate client records and documentation
• Support account managers and producers as needed

Required Qualifications:

• Active Property & Casualty License
• 2+ years of insurance industry experience, preferably in a CSR/client service role
• Strong communication, organizational, and customer service skills
• Detail-oriented with the ability to multitask and prioritize
• Comfortable learning new systems and processes
• Proficient in Microsoft Office
• Positive attitude, strong work ethic, and team-oriented mindset

Please submit your resume to: [email protected]

Pay: From $15.00 per hour

Expected hours: 20.0 – 30.0 per week

Experience:

• Customer service: 2 years (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person