Customer Service Representative

A Customer Service Representative (CSR) plays a critical role in maintaining strong client relationships and supporting the smooth operation of daily agency functions.

Key Responsibilities

• Client Communication
• Respond to incoming calls and emails from clients regarding policies, billing, and general service inquiries.
• Provide clear, timely, and professional assistance while addressing client questions and concerns.

Policy Service

• Process client requests for policy changes, endorsements, and cancellations.
• Issue certificates of insurance and other policy-related documentation.

Administrative Support

• Maintain accurate, up-to-date client records in the agency management system.
• Manage incoming and outgoing mail, faxes, and other correspondence.
• Assist with billing inquiries and payment processing as needed.

Problem Resolution
Serve as a liaison between clients and insurance carriers to resolve service issues, billing
discrepancies, and other concerns in a timely and professional manner.

Skills and Qualifications

• Strong verbal and written communication skills.
• Exceptional organizational abilities with strong attention to detail.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to multitask and prioritize tasks in a fast-paced environment.
• Positive attitude with a genuine passion for helping clients.
• Associate’s or Bachelor’s degree in a relevant field
• Active P&C insurance license
• 2+ years of related experience, including work in insurance offices, carriers, agencies, brokers,
• or call centers
• Bilingual (English/Spanish) preferred

For inquiries, please contact: Carlos Landreau / 612-276-7035 / carlos@ligmn.com