Customer Service Representatives
Posted: 09/18/2026
Employment Type:
Direct Hire
Job Number: 683
Job Description
Position Overview
We are seeking high-energy, customer-focused Customer Service Representatives for our Surety, Fidelity, and Insurance Departments. This role is ideal for someone who is hungry to grow, enjoys a heavy phone presence, and has a strong interest in customer relationship building. You will be responsible for assisting clients, managing CRM data, handling administrative tasks, and ensuring a seamless customer experience. No prior insurance experience is required—just 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 Business Bonds & Insurance Products, 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 and external 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:
- 0-2 years in customer service, sales support, or administrative roles.
- Prior experience working in a CRM system is highly preferred.
- Office environment experience is highly preferred (familiarity with office functions, basic technology, proper attire and conduct).
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, Access).
- Ability to multi-task, prioritize, stay organized and meet deadlines efficiently.
- Familiarity with Access and viewing/navigating files.
- Able to manage and create sales reports on policy purchases and premiums to track sales effectiveness.
Education & Certifications:
Bachelors Degree
Schedule: Monday through Friday, 8:30 AM – 5:30 PM (in-office)
Dress Code: Business attire required
#RecruitPS
Meet Your Recruiter
Jason Destro
Over 20 years’ of recruiting experience with hands-on recruiting and placement of I.T. professionals (Full Time, Temp 2 Perm, & Contingent) in the NJ/NY/CT/PA marketplace for a wide variety of today's demanding IT skill sets. Focused on delivering exceptional service by understanding client’s objectives and goals.
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