Insurance Customer Service Representative CSR

About Us:

We are a local, independent agency built on teamwork and trust. Proudly serving the Upstate, our culture is defined by being "team-focused and community-minded." Here, your expertise isn’t just a line item, it’s a valued asset. We work hard, we stay ethical, and we believe in the power of a positive, supportive environment.

Why You’ll Love It Here:

We believe that insurance is a people business, and that starts with how we treat our team. We aren’t just looking for someone to process policies; we’re looking for a partner to join our work family.

• Work-Life Harmony: Enjoy the flexibility of a hybrid schedule that respects your time outside the office.
• Invested in Your Future: Competitive salary with bonus potential and a 401(k) with employer match.
• Comprehensive Benefits: We take care of you by paying a large percentage of your health insurance.
• Generous Time Off: Paid holidays, vacation days, and sick time to keep you refreshed.
• A Culture of Care: Join a team that actually has your back. We celebrate wins together, support each other during busy seasons, and give back to our local Greenville community.
• Career Growth: We provide professional development opportunities to ensure you never stop learning.

Impact & Responsibilities: As a Commercial Lines Account Manager, you are the heartbeat of our client relationships. You’ll act as a trusted advisor for diverse businesses, ensuring their operations are protected and their questions are answered.

• Relationship Management: Serve as the primary point of contact for commercial clients, managing their P&C needs with a personal touch.
• Market & Quote: Navigate renewals and new business by marketing accounts to our carrier partners to find the best tailored solutions.
• Strategic Collaboration: Work closely with carriers to deliver comprehensive coverage options that give our clients peace of mind.
• Operational Excellence: Maintain organized accounts and documentation within our agency management system with high attention to detail.

What You’ll Need to Succeed:

The Fundamentals:

• Experience: 3 years of Commercial Account Management experience (or 5 years in the broader insurance industry).
• Licensing: Active South Carolina Property & Casualty license is required.
• Tech-Savvy: Proficiency in Applied EPIC is highly preferred (or similar agency management systems), along with Microsoft Office.

The Skills:

• Deep knowledge of commercial underwriting, coverage types, and rate analysis.
• The ability to translate "insurance-speak" into clear, actionable advice for clients.
• Top-tier organization skills—you thrive in a fast-paced environment and can pivot between tasks with ease.

The Mindset:

• Ethical & Reliable: You do the right thing for the client, every time.
• Team Player: You’re someone who jumps in to help a colleague and brings a positive attitude to the desk.
• Community-Minded: You care about the Upstate and the people who live and work here.

Let’s Talk

Ready for a change of pace where you’re respected and supported? Apply directly to start a conversation.

All inquiries will be kept 100% confidential.