Property & Casualty Licensed CSR

Northeast Region, WI

Posted: 04/09/2024 Industry: Employee Benefits & Retirement Services Job Number: KO24.3.19.1 Remote Friendly: Experience:

Job Description

Property & Casualty customer service representative opening!

We are currently seeking a licensed P&C CSR to work in Northeast WI. This is a full-time in-office role.

CSR Responsibilities:

  • The Customer Service Representative will be responsible for assisting the day-to-day P&C operations including answering customer phone calls, servicing existing policies, cross marketing to existing clientele
  • Establishes productive working relationships with clients and prospective clients.
  • Knowledge of working with personal, commercial or life insurance.
  • Responding to customer queries and providing information about their policies.
  • General day to day office tasks.
  • Completes coverage by binding policies, planning future follow-up visits, and evaluating needs on an on-going business
  • Updates job knowledge regularly by continuing education and information within industry.


  • Customer service
  • Insurance knowledge and background.
  • Communication and strong organizational skills
  • Attention to detail.

Education and Experience Requirements:

  • State of WI P&C license.

Salary to commensurate with experience.


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