Client Service Representative

Note: Pay is commensurate with experience.

Summary:

Innisfree Insurance Partners (One of The McGowan Companies) is an independent, full-service insurance agency committed to delivering comprehensive insurance solutions to both businesses and individuals. As a privately held, family-owned brokerage—free from private equity influence—Innisfree remains focused on building long-term relationships and providing personalized, high-touch service.

With access to over 600 carrier appointments, we offer one of the most extensive networks in the industry, providing clients with unmatched access to top-tier markets and insurance products.

We are seeking a detail-oriented and customer-focused Client Service Representative (CSR) to join our growing team. The CSR will support our Account Managers and Producers by handling day-to-day account servicing needs, ensuring the accuracy and integrity of insurance documentation, and delivering exceptional service to our clients and carrier partners.

Essential Duties and Responsibilities:

• Support the servicing of commercial and personal lines accounts under the direction of the Account Manager or Producer
• Process policy changes, endorsements, certificates, renewals, and cancellations in a timely and accurate manner
• Maintain accurate and up-to-date records in the agency management system (Applied EPIC)
• Issue and track certificates of insurance, binders, and related documentation
• Communicate with carriers to obtain quotes, endorsements, policy documents, and resolve servicing issues
• Secure legally required documentation, including signed applications and rejection of coverage forms
• File key email communications and policy updates into the client management system
• Collaborate with Account Managers and Producers to ensure timely follow-up and client satisfaction
• Proactively identify client needs or issues and escalate when appropriate
• Maintain compliance with brokerage policies and procedures
• Participate in internal training to maintain technical knowledge and improve platform proficiency (EPIC, CSR24, etc.)
• Other duties as assigned

Education and Experience:

• High school diploma or equivalent required; bachelor’s degree preferred
• 2 years of experience in an insurance service role (preferred)
• In-depth knowledge of insurance products and lines (commercial and personal)
• Proficiency with insurance agency management systems (Applied EPIC preferred)
• Active P&C license preferred or must obtain within 6 months of hire

Key Competencies:

• Friendly and professional demeanor with strong interpersonal skills
• High attention to detail and accuracy
• Ability to remain calm under pressure and prioritize effectively
• Client-focused mindset and proactive approach to problem solving
• Strong written and verbal communication skills
• Comfortable working in a dynamic and collaborative environment
• Ability to adapt to evolving processes and tools

Location: In Office at our Greenville, South Carolina office. After training hybrid work is possible.

Work Status: Full-time

Schedule: 8:15am – 5:00pm, Monday – Friday

Benefits:

• 401(k) with company match
• Health, dental, and vision insurance
• Life, short-term, and long-term disability insurance
• Voluntary supplemental benefits
• 7 paid holidays (8 total days off)
• Generous paid time off policy

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Work from home

Application Question(s):

• What are your salary expectations? Candidates that do not answer will be automatically rejected.

Experience:

• Insurance: 2 years (Required)

Work Location: In person

Salary : $18