Insurance Customer Service Representative

Position Summary:

At Citizens Alliance Agency, we’re proud to be an independent agency offering a wide range of insurance solutions designed to protect what matters most—at a cost that makes sense. We’re deeply rooted in our local communities and committed to fostering a fun, fast-paced workplace culture.

We’re currently seeking an Insurance Customer Service Representative (CSR) to join our team. This role is ideal for someone who thrives on connecting with others, pays close attention to detail, and is passionate about delivering exceptional customer experiences.

The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.

Essential Functions:

To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

1. As the Face of the Agency, greet customers with enthusiasm and knowledge of products and services offered by Citizens Alliance Agency. 

2. General maintenance on accounts which includes but is not limited to, documenting customer interactions, policy changes, payments, claims reporting.

3. Participate in Company and community functions

4. Ability to Obtain Property and Casualty Insurance License within 6 months of hire.

5. All employees are expected to exemplify and follow our core values.

6. Regular attendance and punctuality when reporting to work.

7. Travel for trade and industry schools and seminars as needed.

8. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee’s personal mobile device. THE MFA apps are used to authenticate a user’s identity to the system for security purposes.

9. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Insurance policies and procedures.

10. Perform other duties as assigned and requested.

Core Values:

 Humility - We are “blue-collar bankers”. We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.

 Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.

 Finds A Way - This simply put, is nothing more than attitude. It’s a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.

 Effort - We expect a lot of ourselves and hold ourselves to a high standard. We are not entitled, and we need to earn it from our customers and each other every day.

 Owning-It - Owning-It or Accountability is a big word that can encompass a great many things. For Citizens Alliance Bank, it’s about ownership. When an employee says they will do something, they follow through and get it done.

Education and Experience:

Required - High School diploma, GED, Associates degree in related discipline, Etc.

Required – One to three years of customer service related experience.

Required - Continuing Education to maintain job knowledge and expertise.

Required - Attention to detail for account accuracy.

Required - Proficiency in Microsoft Office Suite.

Preferred - One to three years of insurance experience.

The employer has the right to revise this position description at any time. The position description is not a contract for employment. 

Citizens Alliance Bank and Agency are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.