Generalist CSR

Job Description

CSR / Junior Producer Hybrid

Job Summary

Seeking a dedicated and adaptable Customer Service Representative (CSR) / Junior Producer to join a team. This role offers a unique opportunity to work in a collaborative, family-oriented environment where you can wear many hats and grow professionally. If you have a background in Property & Casualty (P&C) insurance and thrive in a supportive yet dynamic setting, 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

General Responsibilities:

• Quote and manage new/renewal business.
• Work with personal lines, commercial lines, and farm accounts.
• Utilize the EPIC agency management system to streamline workflows.
• Communicate effectively with clients and team members to ensure high-quality service.
  
  

Qualifications/Requirements

• Licenses/Certifications: Active 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: Prefer candidates with more tenure due to the dynamic of the team.
• Technical Skills: Familiarity with EPIC or similar agency management systems (e.g., Hawksoft) is preferred but not required.
• Soft Skills:
• Strong communication skills and willingness to engage in meaningful conversations.
• Adaptability and comfort in wearing multiple hats.
• Self-starter with a growth mindset.
• Strong organizational skills to manage workflow volume.