Licensed Property & Casualty CSR

Licensed Property & Casualty Customer Service Representative (CSR)

Location: Raleigh, NC (Fully In-Office)

Schedule: Monday-Thursday, 9:00 AM - 5:00 PM | Friday, 9:00 AM - 3:30 PM

Position Summary

We are seeking a detail-oriented and customer-focused Licensed Property & Casualty Customer Service Representative (CSR) to join our team in Raleigh, NC . This fully in-office role plays a critical part in supporting both clients and the insurance team by delivering exceptional service, managing policy needs, and ensuring a smooth client experience.

The ideal candidate will have a solid understanding of Property & Casualty (P&C) insurance products, strong communication skills, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Customer Support

• Respond promptly to client inquiries regarding auto, home, renters, commercial property, and liability policies
• Clearly explain coverage details, deductibles, limits, billing inquiries, and claims processes
• Resolve customer questions and concerns professionally with a focus on customer satisfaction and retention

Policy Servicing

• Process policy transactions including endorsements, renewals, cancellations, reinstatements, and rewrites
• Review applications and supporting documentation for accuracy and completeness
• Prepare quotes, proposals, and required documentation for both new and existing business

Claims Assistance

• Provide First Notice of Loss (FNOL) support and guide clients through the claims process
• Communicate and coordinate with carriers and adjusters to ensure timely updates and resolution

Documentation & Compliance

• Maintain accurate and up-to-date records within the agency management system
• Ensure compliance with state regulations, carrier guidelines, and internal policies
• Handle sensitive client data with discretion, professionalism, and confidentiality

Carrier & Team Collaboration

• Work directly with insurance carriers to address underwriting questions, policy clarifications, and service issues
• Support producers/agents with administrative tasks and customer follow-up
• Assist with renewal reviews, account rounding, and identifying cross-sell opportunities

Required Qualifications

• Active Property & Casualty Insurance License (North Carolina required)
• 1-3 years of experience in insurance or customer service (P&C strongly preferred)
• Strong verbal and written communication skills with the ability to explain complex information clearly
• Excellent organizational skills with the ability to multitask and prioritize effectively
• High attention to detail and problem-solving capabilities
• Proficiency with agency management systems such as Applied Epic, Vertafore, or AMS360

Preferred Qualifications

• Prior experience in an independent agency environment
• Experience handling both personal and small commercial lines
• Familiarity with multiple carrier platforms

Work Environment

• Fully in-office position located in Raleigh, NC
• Collaborative, team-oriented atmosphere with a strong focus on client service
• Standard office setting with regular interaction with clients, team members, and carrier partners

Why Join Us

• Consistent weekday schedule with early Friday close
• Opportunity to grow within a supportive and professional insurance team
• Hands-on role with strong client interaction and impact

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.