Customer Service Representative (CSR) – Insurance Agency jobs in United States
cer-icon
Apply on Employer Site
company-logo

Univista Insurance · 15 hours ago

Customer Service Representative (CSR) – Insurance Agency

UniVista Insurance is a growing insurance agency looking for a Customer Service Representative (CSR) to join their team. The ideal candidate will be responsible for handling customer calls, quoting and issuing insurance policies, and providing excellent customer service.

Insurance

Responsibilities

Handle incoming and outgoing customer calls
Quote, issue, and follow up on insurance policies
Assist with cancellations, renewals, and endorsements
Provide professional and friendly customer service
Update and maintain client information in the system
Work as a team to meet monthly goals

Qualification

Computer skillsCustomer serviceCommunication skillsOrganizational skillsTeamwork

Required

Strong computer and system skills
Organized, responsible, and detail-oriented
Excellent communication and customer service skills
Ability to work in a team environment
Willingness to learn and grow within the company

Company

Univista Insurance

twittertwittertwitter
company-logo
UniVista Insurance is an independent, family-owned, and operated franchisor of insurance-related products and services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Avance Investment Management
2025-01-13Acquired
2021-07-15Private Equity

Leadership Team

leader-logo
Vladimir Felipe
Chief Technology Officer
linkedin
Company data provided by crunchbase