Customer Service Representative – ERISA Fidelity Department
Colonial Surety Company, Woodcliff Lake, NJ, United States
Job description:
Who are we? Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience—plus technology—to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth—and invite a diversity of motivated achievers to come, learn, work, create, grow—and succeed—with Colonial.
Position Overview We are seeking a
high-energy, customer-focused
Customer Service Representative (CSR) for our ERISA Fidelity Department . This role is ideal for someone who is
hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales . You will be responsible for
assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience . Prior experience in Customer Service is a must—as well as a strong work ethic, excellent communication skills, and a drive to succeed!
Key Responsibilities:
Engage with
clients via phone and email , providing top-notch service and assistance.
Educate potential customers on
ERISA Fidelity products and services , helping them navigate their options.
Proactively follow up
on leads and in-progress applications to drive sales conversions.
Maintain accurate
customer records and interactions in the CRM system .
Collaborate with internal teams to
streamline processes and improve customer experience .
Administrative Responsibilities:
Process and track
applications, renewals, and policy updates .
Ensure
accurate data entry
and maintain organized client records.
Assist in preparing
reports, documentation, and client communications .
Support the team with
invoicing, follow-ups, and other administrative tasks .
Qualifications & Skills Experience:
1-3 years
in
customer service, sales support, or administrative roles .
Prior experience working in a
CRM system
is highly preferred.
Understands the insurance industry is highly preferred.
Skills & Competencies:
Strong verbal and written communication skills
– comfortable with a
high-volume phone role .
Driven, self-motivated, and eager to grow in a sales-oriented environment .
Detail-oriented with strong organizational and problem-solving skills .
Proficiency in
Microsoft Office Suite (Word, Excel, Outlook) .
Ability to
multi-task, prioritize, and meet deadlines efficiently .
Education & Certifications: BA Degree in Business in related field.
Why Join Us? Heavy phone presence & sales growth opportunities, $45,000 base salary + performance-based incentives, career advancement in a fast-growing company, Monday-Friday, 8:30 AM - 5:30 PM schedule with a 1-hour lunch, and supportive team environment & professional development
If you’re
hungry for success, love being on the phone, and want to grow in sales , we’d love to hear from you!
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
#J-18808-Ljbffr
Who are we? Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience—plus technology—to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth—and invite a diversity of motivated achievers to come, learn, work, create, grow—and succeed—with Colonial.
Position Overview We are seeking a
high-energy, customer-focused
Customer Service Representative (CSR) for our ERISA Fidelity Department . This role is ideal for someone who is
hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales . You will be responsible for
assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience . Prior experience in Customer Service is a must—as well as a strong work ethic, excellent communication skills, and a drive to succeed!
Key Responsibilities:
Engage with
clients via phone and email , providing top-notch service and assistance.
Educate potential customers on
ERISA Fidelity products and services , helping them navigate their options.
Proactively follow up
on leads and in-progress applications to drive sales conversions.
Maintain accurate
customer records and interactions in the CRM system .
Collaborate with internal teams to
streamline processes and improve customer experience .
Administrative Responsibilities:
Process and track
applications, renewals, and policy updates .
Ensure
accurate data entry
and maintain organized client records.
Assist in preparing
reports, documentation, and client communications .
Support the team with
invoicing, follow-ups, and other administrative tasks .
Qualifications & Skills Experience:
1-3 years
in
customer service, sales support, or administrative roles .
Prior experience working in a
CRM system
is highly preferred.
Understands the insurance industry is highly preferred.
Skills & Competencies:
Strong verbal and written communication skills
– comfortable with a
high-volume phone role .
Driven, self-motivated, and eager to grow in a sales-oriented environment .
Detail-oriented with strong organizational and problem-solving skills .
Proficiency in
Microsoft Office Suite (Word, Excel, Outlook) .
Ability to
multi-task, prioritize, and meet deadlines efficiently .
Education & Certifications: BA Degree in Business in related field.
Why Join Us? Heavy phone presence & sales growth opportunities, $45,000 base salary + performance-based incentives, career advancement in a fast-growing company, Monday-Friday, 8:30 AM - 5:30 PM schedule with a 1-hour lunch, and supportive team environment & professional development
If you’re
hungry for success, love being on the phone, and want to grow in sales , we’d love to hear from you!
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
#J-18808-Ljbffr