What are the responsibilities and job description for the Customer Service Representative position at MarketPlace 4 Insurance?
At M4I we are dedicated to providing our clients with personalized, reliable, and professional insurance solutions. Our team takes pride in delivering excellent customer service, ensuring every client feels valued and supported throughout their insurance journey.
We are seeking a full-time Customer Service Representative (CSR) to join our team. This role is central to building strong client relationships and supporting our agency’s continued growth.
- Serve as the first point of contact for clients via phone, email, and in-person inquiries.
- Provide prompt and professional responses to client questions regarding policies, coverage, billing, and claims.
- Assist clients with policy changes, renewals, and new business processing.
- Maintain accurate and up-to-date client records in the agency management system.
- Collaborate with producers and team members to ensure client needs are met efficiently.
- Follow up with clients to ensure satisfaction and maintain strong, long-term relationships.
- Handle routine administrative tasks, including processing documents and correspondence.
Requirements:
- Previous customer service required
- Insurance experience required
- Strong communication and interpersonal skills with a client-first mindset
- Ability to multitask, prioritize, and manage time effectively
- Attention to detail and strong organizational skills
- Proficiency with computers, Microsoft Office Suite, and willingness to learn agency management systems
- High school diploma or equivalent required; some college or insurance coursework preferred
- Must hold a P&C license