What are the responsibilities and job description for the Licensed Insurance Customer Service Representative (CSR) position at Pethel Insurance Group Inc?
Licensed Insurance Customer Service Representative (CSR)
Company: Pethel Insurance Group
Location: Kannapolis, NC (In-Office)
Job Type: Full-time (Monday – Friday, 9:00 AM – 5:00 PM)
Salary: $20.00 - $23.00 per hour (Depending on experience)
About Us
At Pethel Insurance Group, we are a small, fast-paced, and highly collaborative team. Our office culture is built heavily on mutual encouragement and teamwork, but we also place a massive premium on high individual accountability. Our team prides itself on professional harmony and strong workplace relationships, and we are looking for a long-term team member who shares our work ethic and drive to protect our community.
Position Overview
We are seeking an experienced, fully licensed Insurance Customer Service Representative (CSR) who is ready to take true ownership of their role. This position is perfect for someone who loves staying active and engaged; we run a busy office where multitasking is an absolute necessity.
After your initial training, you will have the confidence and autonomy to drive your daily responsibilities forward, managing your desk independently and smoothly. If you are an experienced insurance professional looking for a long-term career, and you thrive when trusted to manage your own workflow, you will love it here.
Primary Responsibilities
- Prioritize Client Retention: Serve as the primary point of contact for policy renewals, proactive reviews, and client inquiries to maintain our exceptionally high retention standards.
- Account Rounding & Inbound Sales: Identify coverage gaps for existing clients and consultatively introduce complementary policies (such as bundling home, auto, or umbrella coverages).
- Daily Account Management: Manage invoicing, payment processing, policy changes, and comprehensive data entry within our agency management system with flawless accuracy.
- Multi-line Problem Solving: Confidently handle complex client service issues from start to finish, ensuring an elite level of customer care.
Technical Skills & Systems
- Agency Management System Proficiency: Prior experience utilizing EZLynx or similar AMS for both management system tracking and comparative rating is highly preferred.
- Carrier Portals: Familiarity navigating various standard carrier portals for underwriting guidelines, policy downloads, and direct client servicing.
- Core Office Tools: Comfortable utilizing Microsoft Office (Word, Excel, Outlook) and maintaining a clean, paperless digital filing workflow.
- Hardware Efficiency: Ability to smoothly navigate digital customer files.
Position Requirements (Non-Negotiable)
- Active NC Insurance License: Must hold an active Property & Casualty (P&C) license.
- Insurance Office Experience: Previous experience working inside an independent or captive insurance agency is strictly required.
- High Accountability & Autonomy: Proven ability to take complete ownership of your desk, self-correct errors, and execute tasks independently.
- Multitasking Mastery: Ability to remain organized and cheerful in a high-volume environment while balancing phone calls, walk-ins, and administrative duties.
- Career-Oriented Mindset: Looking for a stable, long-term home where you can grow alongside a small business.
Benefits
- 10 Paid Holidays per year
- Paid Time Off (PTO) and Vacation Days
- Retirement Plan with Company Match
- Please note: We do not offer health insurance benefits at this time.
Pay: $20.00 - $23.00 per hour
Benefits:
- Paid time off
- Parental leave
Application Question(s):
- How many years of experience do you have working inside an insurance agency (captive or independent)?
- This role requires managing your daily workflow independently post-training without constant direction. Describe a time in your previous insurance role where you took complete ownership of your desk or a difficult client situation.
License/Certification:
- North Carolina Property & Casualty (P&C) insurance license? (Required)
Ability to Commute:
- Kannapolis, NC 28083 (Required)
Work Location: In person
Salary : $20 - $23