RJ-Staffing
Benefits
401(k)
Dental insurance
Health insurance
Health Savings Account
Employee Discount
Life Insurance
PTO
Vision Insurance – Starts first day of employment. Company pays 75% of premium
Position Type Permanent/Direct-Hire
Company Overview Rapidly growing Insurance Agency leading, national, direct seller and writer of surety bonds, fidelity bonds and insurance products for a wide range of professionals and industries is in search of an CSR/Administrative Associate. This role is responsible for assisting clients, processing insurance documents, managing policy inquiries, and providing administrative support to ensure smooth daily operations.
Responsibilities
Serve as the first point of contact for clients via phone, email, and in-person inquiries.
Assist customers with policy questions, renewals, endorsements, and claims processing.
Educate clients on insurance products and coverage options to ensure they understand their policies.
Handle customer complaints and elevate complex issues to the appropriate department.
Administrative Responsibilities
Process and maintain policy applications, endorsements, renewals, and cancellations.
Ensure accuracy in data entry and documentation within internal systems.
Assist in preparing reports, tracking policy renewals, and organizing client records.
Support the sales and underwriting teams with document preparation, invoicing, and follow-ups.
Handle general office tasks, including scheduling, correspondence, and file management.
Requirements
B.A or B.S
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Prior administrative experience in an insurance agency or brokerage is a plus.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative, General Business, and Strategy/Planning
Industries
Insurance, Business Consulting and Services, and Research Services
#J-18808-Ljbffr
401(k)
Dental insurance
Health insurance
Health Savings Account
Employee Discount
Life Insurance
PTO
Vision Insurance – Starts first day of employment. Company pays 75% of premium
Position Type Permanent/Direct-Hire
Company Overview Rapidly growing Insurance Agency leading, national, direct seller and writer of surety bonds, fidelity bonds and insurance products for a wide range of professionals and industries is in search of an CSR/Administrative Associate. This role is responsible for assisting clients, processing insurance documents, managing policy inquiries, and providing administrative support to ensure smooth daily operations.
Responsibilities
Serve as the first point of contact for clients via phone, email, and in-person inquiries.
Assist customers with policy questions, renewals, endorsements, and claims processing.
Educate clients on insurance products and coverage options to ensure they understand their policies.
Handle customer complaints and elevate complex issues to the appropriate department.
Administrative Responsibilities
Process and maintain policy applications, endorsements, renewals, and cancellations.
Ensure accuracy in data entry and documentation within internal systems.
Assist in preparing reports, tracking policy renewals, and organizing client records.
Support the sales and underwriting teams with document preparation, invoicing, and follow-ups.
Handle general office tasks, including scheduling, correspondence, and file management.
Requirements
B.A or B.S
Excellent communication and presentation skills
Ability to multi-task, prioritize, and manage time effectively
Prior administrative experience in an insurance agency or brokerage is a plus.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative, General Business, and Strategy/Planning
Industries
Insurance, Business Consulting and Services, and Research Services
#J-18808-Ljbffr