The Customer Service Representative (CSR)

The Customer Service Representative (CSR)

The James Allen Companies Inc.

The Customer Service Representative (CSR) Assistant will work under the direction of:

  • A Senior CSR to:
    • Respond to customer inquiries
    • Manage new and renewal business with insureds and insurance companies
    • Prepare quotations
    • Prepare various Correspondence/communication including endorsements and cancellation notices
    • Follow-up and status payments and underwriting requirements
  • Agency Management to:
    • Prepare reports
    • Process and service accounts
    • Complete other requested responsibilities

The CSR Assistant must have excellent communication skills, be proficient in Microsoft Word and Excel. Experience with the agency management system, AMS 360, is a plus, but not required. The agency specializes in Healthcare Professional, Business liability and other coverages for individuals, groups and corporations. Experience with these products is a plus, but is not required. We will train. Insurance licensing is not required.

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