CSR/ Junior Producer

Job Description

CSR / Junior Producer Hybrid

Job Summary

Seeking a dedicated and adaptable Customer Service Representative (CSR) / Junior Producer Hybrid to join a growing team. This role offers a unique opportunity to work in a collaborative, family-oriented environment where you can wear many hats and contribute to the success of a thriving insurance agency. If you are passionate about providing exceptional service, managing diverse accounts, and contributing to a supportive team culture, we encourage you to apply.

Compensation Package

• New Haven Location: Base salary up to $50,000 commissions on new business (2% of agency premium, paid one time).
• Wellington Location: Base salary up to $55,000 (absolute cap; $40,000–$50,000 preferred) commissions on new business (2% of agency premium, paid one time).
• Competitive benefits package, paid time off, professional development opportunities, etc.
  
  

Responsibilities

• New Haven Location:
• Serve as a generalist CSR, managing a variety of tasks including reviewing and writing new business.
• Handle a round-robin workflow and address day-to-day needs as they arise.
• Manage a book of business with a premium size of $3.2 million.
• Wellington Location:
• Perform CSR duties with additional producer responsibilities.
• Manage a book of business with a premium size of $2.7 million.
• Work closely with a senior producer and adapt to a structured yet dynamic environment.
• Handle personal lines, commercial lines, and farm accounts.
• Communicate effectively with clients, carriers, and team members.
• Utilize the EPIC agency management system to manage accounts and workflows.
  

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
• New Haven: Open to candidates with less than 5 years of experience; early-career professionals are encouraged to apply.
• Wellington: Preference for more experienced candidates who can work effectively in a demanding environment.
• Technical Skills:
• Familiarity with the EPIC agency management system is preferred but not required.
• Experience with Hawksoft or similar systems is acceptable.
• Soft Skills:
• Strong communication skills, including the ability to engage in meaningful conversations with clients and team members.
• Adaptability and a willingness to take on varied responsibilities.
• Self-starter with a growth mindset and a proactive approach to problem-solving.
• Strong organizational skills to manage workflow volume effectively.