Title: Insurance Customer Service Representative 

We are seeking a Customer Service Representative to join our Commercial Lines Processing Support Team. In this role, you will deliver accurate, timely service while continuing to build your technical knowledge and independence. You will support Account Managers and collaborate with team members to ensure a high-quality client experience. 

Essential Functions & Responsibilities 

• Manage assigned workload and team inbox, ensuring timely and accurate completion of tasks 
• Issue Certificates of Insurance, Evidence of Property, and related documents 
• Process policy changes including endorsements, driver and vehicle updates, and Auto ID Cards 
• Review policies, endorsements, and carrier documents for accuracy and completeness 
• Process incoming carrier documents from email, mail, and carrier portals 
• Maintain and update client and policy information in the Agency Management System 
• Proactively follow up on outstanding items to ensure completion 
• Communicate with clients and carriers on routine service needs 
• Support Account Managers with renewals, audits, and day-to-day account servicing 
• Adhere to agency procedures and Errors & Omissions guidelines. 
• Perform additional duties and projects as assigned. 

Required Skills & Attributes 

• Strong relationship-building and a proactive, client-focused communication style. 
• High attention to detail and accuracy in a fast-paced environment. 
• Excellent organizational, multitasking, and time-management skills. 
• Team-oriented, solutions-focused approach with strong problem-solving ability. 
• Ability to work independently with accountability and minimal supervision. 

Education & Experience 

• Minimum 6 months of commercial lines insurance experience required 
• High school diploma or GED required; college degree preferred. 
• Prior customer service experience preferred. 
• Property & Casualty license preferred or willingness to obtain within 30 days of hire. 
• Proficiency with Microsoft Office; experience with AMS systems is a plus. 

Work Schedule & Environment 

This is a full-time, in-office role. You must be able to work on-site in the Logan, Utah office 5 days per week. 

Compensation 

Hourly Rate: $18.00–$19.50/hr (DOE) 

This role includes a comprehensive benefits package, licensing support, skill development opportunities, and a defined growth path within the commercial lines service team, ensuring overall competitiveness in the Utah market. 

Career Growth & Development 

Our structured development path is designed to help team members build technical skills and advance into higher-level service and account management roles: 

• CSR I ? CSR III ~ 6–9 months in each role 
• Junior Account Manager ? Account Manager ~ 1-2 years in each role Throughout your progression, you will have access to: 
• Mentorship and hands-on training 
• Increasingly complex responsibilities 
• Support for earning professional designations (e.g., CISR, CIC) 
• Cross-functional development opportunities 

Benefits 

• Medical, dental, and vision insurance 
• FSA (traditional & dependent care) 
• Supplemental insurance options (STD, LTD, Life/AD&D, LTC) 
• 401(k) with Safe Harbor employer contribution 
• PTO, floating holidays, sick leave, and paid holidays 
• Paid leave programs (jury duty, parental, volunteer, disability) 
• Employee Assistance Program & discount programs 
• Designation course reimbursement