Customer Service Representative-Submissions - CSR I

Position Summary

The Customer Service Representative (CSR I) - Submissions is responsible for supporting agency producers and clients by preparing, reviewing, and processing insurance submissions to carriers and wholesale partners. This position plays a critical role in ensuring accurate and timely submission of applications, gathering required documentation, monitoring quote activity, and facilitating communication between clients, producers, and carrier partners.

The CSR works closely with Account Managers, Producers, Carrier Representatives, and internal agency departments to provide exceptional customer service while helping drive agency growth and operational excellence.

Essential Duties & ResponsibilitiesSubmission Management

• Prepare, review, and submit new business applications to insurance carriers, MGAs, and wholesale partners.
• Verify applications and supporting documentation for completeness, accuracy, and carrier requirements.
• Obtain missing information from clients, producers, and carrier representatives as needed.
• Monitor submission status and follow up with carriers regarding quoting, underwriting requirements, and outstanding items.
• Maintain accurate records of submissions, quotes, carrier correspondence, and client documentation within agency management systems.

Customer Service & Client Support

• Respond promptly and professionally to client inquiries via phone, email, and other communication channels.
• Assist clients with policy-related questions, coverage requests, application requirements, and service needs.
• Provide outstanding customer service while maintaining confidentiality and professionalism.
• Communicate effectively with clients regarding submission status, underwriting requirements, and next steps.

Carrier & Producer Support

• Act as a liaison between producers, clients, underwriters, and carrier partners.
• Coordinate carrier requests for additional documentation, loss history, inspections, or underwriting information.
• Assist producers with market placement options and carrier submission requirements.
• Maintain carrier portals and upload applications and supporting documents as required.

Policy Processing & Documentation

• Review carrier quotes for completeness and accuracy.
• Assist with policy issuance activities, endorsements, and policy documentation as directed.
• Ensure all client and carrier documentation is properly filed and maintained.
• Maintain electronic records in accordance with agency procedures and compliance guidelines.

Data Entry & Administrative Support

• Accurately enter client information, submission details, and policy data into agency systems.
• Document all client and carrier interactions thoroughly.
• Assist with reports, spreadsheets, and departmental administrative tasks.
• Maintain organized records and ensure timely processing of all assigned activities.

Team Collaboration

• Work closely with Producers, Account Managers, Carrier Liaisons, and Leadership to support agency objectives.
• Participate in team meetings, training sessions, and professional development opportunities.
• Contribute ideas for improving workflows, customer experience, and operational efficiency.
• Support agency initiatives that promote growth, retention, and client satisfaction.

QualificationsRequired

• High school diploma or equivalent.
• Minimum 1-2 years of customer service, administrative support, or insurance industry experience preferred.
• Strong verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
• Strong data-entry and documentation skills.
• Professional demeanor and customer-focused mindset.

Preferred

• Previous insurance agency, carrier, MGA, or brokerage experience.
• Familiarity with agency management systems and carrier portals.
• Knowledge of Property & Casualty insurance products and terminology.
• Active Property & Casualty Insurance License or willingness to obtain within a designated timeframe.
• Experience processing insurance submissions, applications, or policy servicing activities.

Pay: $17.00 - $19.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance

Work Location: In person