What are the responsibilities and job description for the Customer Service Representative position at Colonial Surety Company?
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 high-energy, customer-focused Customer Service Representatives for our Surety, Fidelity, and Insurance Departments. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in customer relationship building. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. No prior insurance experience is required—just a strong work ethic, excellent communication skills, and a drive to succeed!
Key Responsibilities
Customer Service & Sales Support:
- Engage with clients via phone and email, providing top-notch service and assistance.
- Educate potential customers on Business Bonds & Insurance Products, 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 and external 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:
- 0-2 years in customer service, sales support, or administrative roles.
- Prior experience working in a CRM system is highly preferred.
- Office environment experience is highly preferred (familiarity with office functions, basic technology, proper attire and conduct).
✅ 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, Access).
- Ability to multi-task, prioritize, stay organized and meet deadlines efficiently.
- Skilled in using Excel functions: (SUM, IF, VLOOKUP/XLOOKUP, COUNT) for data management and reporting.
- Familiarity with Access and viewing/navigating files.
- Able to manage and create sales reports on policy purchases and premiums to track sales effectiveness.
✅ Education & Certifications:
Bachelors Degree
Schedule: Monday through Friday, 8:30 AM – 5:30 PM (in-office)
Dress Code: Business attire required
Benefits Include:
- Health insurance
- 401(k) plan
- Paid Time Off (PTO)
- Paid sick days