Property and Casualty Insurance CSR
Ultimate Staffing, Raleigh, NC, United States
Ultimate Staffing is seeking an experienced Property and Casualty Licensed Customer Service Representative for a full time, temporary to hire assignment, IN OFFICE, in Raleigh.
Pay Rate: $25-$30/hr. BOE
Summary The Property & Casualty Customer Service Representative (CSR) supports clients and the insurance team by handling policy servicing, answering coverage questions, processing changes, and ensuring an excellent customer experience. This role requires a strong understanding of P&C insurance products, attention to detail, and the ability to communicate clearly with customers, carriers, and internal stakeholders.
Key Responsibilities Customer Support
Respond to customer inquiries regarding auto, home, renters, commercial property, and liability policies.
Explain coverage, deductibles, limits, billing questions, and claims processes in clear, accessible terms.
Resolve customer concerns professionally and efficiently.
Policy Servicing
Process policy changes including endorsements, renewals, cancellations, reinstatements, and rewrites.
Review applications and documents for accuracy and completeness.
Prepare quotes, proposals, and required forms for new and existing business.
Claims Assistance
Provide first‑notice-of-loss (FNOL) support and help guide clients through the claims process.
Coordinate with carriers and adjusters to ensure timely updates and resolution.
Documentation & Compliance
Maintain accurate records in the agency management system.
Ensure compliance with state regulations and company policies.
Handle confidential client information with professionalism and integrity.
Carrier & Team Collaboration
Communicate with insurance carriers for underwriting questions, policy clarification, and issue resolution.
Support producers/agents with administrative and customer follow-up tasks.
Assist with renewal reviews and cross‑selling opportunities when appropriate.
Required Skills & Qualifications
1-3 years of customer service or insurance experience (P&C preferred).
Active Property & Casualty license (or willingness to obtain).
Strong communication and interpersonal skills.
Ability to multitask, prioritize, and manage time effectively.
Proficiency with agency management systems (e.g., "Applied Epic", "Vertafore", "AMS360").
High attention to detail and problem‑solving ability.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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Pay Rate: $25-$30/hr. BOE
Summary The Property & Casualty Customer Service Representative (CSR) supports clients and the insurance team by handling policy servicing, answering coverage questions, processing changes, and ensuring an excellent customer experience. This role requires a strong understanding of P&C insurance products, attention to detail, and the ability to communicate clearly with customers, carriers, and internal stakeholders.
Key Responsibilities Customer Support
Respond to customer inquiries regarding auto, home, renters, commercial property, and liability policies.
Explain coverage, deductibles, limits, billing questions, and claims processes in clear, accessible terms.
Resolve customer concerns professionally and efficiently.
Policy Servicing
Process policy changes including endorsements, renewals, cancellations, reinstatements, and rewrites.
Review applications and documents for accuracy and completeness.
Prepare quotes, proposals, and required forms for new and existing business.
Claims Assistance
Provide first‑notice-of-loss (FNOL) support and help guide clients through the claims process.
Coordinate with carriers and adjusters to ensure timely updates and resolution.
Documentation & Compliance
Maintain accurate records in the agency management system.
Ensure compliance with state regulations and company policies.
Handle confidential client information with professionalism and integrity.
Carrier & Team Collaboration
Communicate with insurance carriers for underwriting questions, policy clarification, and issue resolution.
Support producers/agents with administrative and customer follow-up tasks.
Assist with renewal reviews and cross‑selling opportunities when appropriate.
Required Skills & Qualifications
1-3 years of customer service or insurance experience (P&C preferred).
Active Property & Casualty license (or willingness to obtain).
Strong communication and interpersonal skills.
Ability to multitask, prioritize, and manage time effectively.
Proficiency with agency management systems (e.g., "Applied Epic", "Vertafore", "AMS360").
High attention to detail and problem‑solving ability.
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
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