Customer Service Representative – Property & Casualty Business Liability Insurance Experience - Colonial Surety Company : Job Details

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.

Position Overview

We are seeking a high-energy, customer-focused Customer Service Representative (CSR) with Property & Casualty Business Liability Insurance Experience. 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 P&C and or financial sector Customer Service is a must—as well as a strong work ethic, excellent communication skills, and a drive to succeed!

• Engage with clients via phone and email, providing top-notch service and assistance.
• Proactively follow up on leads and in-progress applications to drive conversions.
• Maintain accurate customer records and interactions in the CRM system.
• Collaborate with internal teams to streamline processes and improve customer experience.

• 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.

✅ 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 or a related field.

📞 Heavy phone presence & sales growth opportunities

💼 $50,000 base salary

📈 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 start a career in insurance, we'd love to hear from you!