Small but very busy Personal Lines Insurance Agency is looking for a CSR to become part of our agency.
Looking for a person to learn and do agency reconciliation tasks and policy transactions from downloads into the agency management system. The position requires accuracy. Knowledge of word/excel/outlook is highly recommended.
Will be responsible for answering phones and providing info to clients as needed. Will use trouble shooting skills.
Will be asked to assist agents in completing tasks related to policy changes, claims and endorsements.
**4-40 or 20-44 Licensing is a plus.
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Jmd Associates, Llc