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 client's 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) OR willingness to obtain within 3 months of starting
• 2-3 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