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Customer Service Representative Position

Position Summary

The primary responsibility for this role is to interact with customers to provide detailed information on products and services. Answering phone calls, handling and resolving complaints, and making proper changes to existing accounts are also the responsibility of a CSR. 


  • High school diploma or GED. 
  • Previous experience working as a Customer Service Representative. 
  • Knowledge of insurance products and policy schedules is preferred. 
  • Willingness to obtain Property and Casualty licensing, as applicable. 

Essential Duties & Responsibilities:

  • Resolve customers’ problems by ensuring all appropriate changes were made.
  • Learning and understanding company insurance products. 
  • Answering calls and responding to customer complaints.
  • Contact customers to respond to inquiries or to notify of claim investigation results and any adjustments. 
  • Maintain records of customer interactions and transactions, recording all details (inquiries, complaints, comments, and actions taken).
  • Recommending available products. 
  • Typing complaint reports.
  • Other duties as assigned


  • Excellent communication and interpersonal skills
  • Ability to explain detailed policy concepts 
  • Ability to remain calm in stressful situations
  • Developing and maintaining relationships
  • Time management
  • Basic computer skills
  • Friendly and professional behavior 

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Employee signature below indicates the employee’s understanding of the requirements, essential functions, and duties of the position.