What are the responsibilities and job description for the Customer Service Representative position at Alfa Insurance?
Customer Service Representative (CSR)
Hunter Napper Alfa Insurance Agency
Petal, MS (near Petal High School)
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Company Overview
Hunter Napper Alfa Insurance is a fast-growing, performance-driven agency focused on delivering high-level service across auto, home, and life insurance.
We operate on simple principles:
- Strong systems
- Consistent follow-up
- Client-first relationships
- Accountability at every level
We’re building a top-producing agency in Mississippi—and we’re looking for people who want to grow with it.
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Role: Customer Service Representative (CSR)
Client Retention & Service Specialist
This is not a passive role. You will be responsible for managing client relationships, ensuring retention, and improving the overall client experience.
You will:
- Handle client service requests (policy changes, billing, claims guidance)
- Follow up consistently to maintain strong relationships
- Review policies and identify coverage gaps
- Support account growth through cross-selling opportunities
- Maintain accurate CRM records and task tracking
You are the front line of the agency’s client experience—and a direct driver of retention and growth.
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Key Responsibilities
Client Service & Retention
- Respond to client inquiries quickly and professionally
- Proactively follow up to ensure satisfaction
- Re-engage past clients through scheduled outreach
Account Management
- Review policies and recommend improvements
- Assist with renewals and retention strategies
- Identify opportunities to expand coverage
Operations
- Keep CRM updated with notes, tasks, and follow-ups
- Stay organized and manage multiple priorities daily
- Support quoting and documentation for the sales team
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What We’re Looking For
You’ll succeed in this role if you:
- Take ownership of your work
- Communicate clearly and confidently
- Stay organized and follow through
- Move with urgency and attention to detail
- Enjoy helping people and solving problems
This role is best suited for someone who wants to grow in a structured, performance-based environment.
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Qualifications
Required
- Strong communication skills (phone, text, email)
- High attention to detail
- Ability to manage multiple tasks effectively
- Basic computer proficiency
Preferred
- Insurance or customer service experience
- Property & Casualty license (or willingness to obtain)
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Compensation & Growth
- Competitive base pay (based on experience)
- Performance incentives tied to retention and growth
- Clear path into sales or leadership roles
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Final Note
We’re building a high-performing agency with long-term growth in mind.
If you’re looking for a role where your work directly impacts results—and where you can grow quickly—this is the opportunity.
Benefits:
- On-the-job training