Customer Service Representative (CSR)
Customer Service Representative (CSR)
Part-Time Hybrid Position • Priority Insurance • Greenville, SC
We are actively seeking a highly motivated and dedicated Part-Time Customer Service Representative (CSR) to support our Agency Director in the Property and Casualty insurance business located in Greenville, South Carolina. You will play a key role in maintaining operational excellence in a high-volume agency while delivering outstanding service to a diverse clientele. A Property and Casualty license is a plus but not required. Strong typing skills and computer literacy are a must.
This is a part-time position with the ability to work some hours virtually. We are flexible; however, most hours will be in the office. The ideal candidate is organized, tech-savvy, and confident working both independently and collaboratively.
Training & Education
We offer in-house training for each department, lasting between 1 to 4 weeks based on the role’s complexity. You will be paired with a mentor in each department to support your onboarding and learning process, ensuring a strong start from day one.
Key Duties
- Provide administrative support to the Agency Director.
- Follow up with clients via phone, email, or text regarding outstanding documents.
- Ensure all appropriate forms are completed and submitted.
- Input client and policy data into our management system.
- Help maintain agency organization and task tracking.
- Communicate with insurance carriers to obtain necessary information.
Responsibilities in Support of Agency Director
Customer Service
- Anticipate and understand clients’ insurance needs.
- Clearly present and explain insurance products and coverage options.
- Conduct fact-finding calls and assist with documentation.
Inside Marketing
- Support marketing efforts through digital and phone outreach.
- Help manage the current book of business.
- Assist with entering quotes and identifying cross-sell opportunities.
- Prepare the Agency Director for client meetings.
Licensing and Compliance
- Stay up to date with industry regulations.
- Assist the Agency Director in maintaining compliance standards.
- If licensed, you will be expected to perform licensed tasks such as quoting and binding coverage, processing policy changes and endorsements that require a license, and providing coverage recommendations.
- If licensed, maintain an active Property and Casualty license.
Qualifications
- P&C Customer Service experience — minimum of one (1) year required.
- Positive attitude, strong work ethic, and collaborative mindset.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office (Excel, Word, etc.).
- Strong organizational and problem-solving abilities.
- Comfortable handling communications via phone and online platforms.
- Property and Casualty license a plus, but not required.
- Spanish speaking is a plus.
Communication Methods
- Phone
- Chat
- Occasional in-person collaboration (local only)