Customer Service Representative- ERISA Fidelity Department - Colonial Surety Company : Job Details

Who are we?

Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use our experience—plus technology—to give busy people and businesses easy, affordable and digital access to a growing portfolio of bond and insurance products. We have an ambitious vision for impact and growth—and invite a diversity of motivated achievers to come, learn, work, create, grow—and succeed—with Colonial.

Position Overview

We are seeking a high-energy, customer-focused Customer Service Representative (CSR) for our ERISA Fidelity Department. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in sales. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. Prior experience in Customer Service is a must—as well as a strong work ethic, excellent communication skills, and a drive to succeed!

Key Responsibilities

Customer Service & Sales Support:

• Engage with clients via phone and email, providing top-notch service and assistance.
• Educate potential customers on ERISA Fidelity products and services, helping them navigate their options.
• Proactively follow up on leads and in-progress applications to drive sales conversions.
• Maintain accurate customer records and interactions in the CRM system.
• Collaborate with internal teams to streamline processes and improve customer experience.

Administrative Responsibilities:

• Process and track applications, renewals, and policy updates.
• Ensure accurate data entry and maintain organized client records.
• Assist in preparing reports, documentation, and client communications.
• Support the team with invoicing, follow-ups, and other administrative tasks.

Qualifications & Skills

Experience:

• 1-3 years in customer service, sales support, or administrative roles.
• Prior experience working in a CRM system is highly preferred.

Skills & Competencies:

• Strong verbal and written communication skills – comfortable with a high-volume phone role.
• Driven, self-motivated, and eager to grow in a sales-oriented environment.
• Detail-oriented with strong organizational and problem-solving skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to multi-task, prioritize, and meet deadlines efficiently.

Education & Certifications:

• BA Degree in Business in related field.

Why Join Us?

📞 Heavy phone presence & sales growth opportunities

💼 $45,000 base salary

🏆 Career advancement in a fast-growing company

📈 Monday-Friday, 8:30 AM - 5:30 PM schedule with a 1-hour lunch

🌟 Supportive team environment & professional development

If you're hungry for success, love being on the phone, and want to grow in sales, we'd love to hear from you!