Customer Service Representative (CSR)

Customer Service Representative (CSR) Varde Insurance Group Edmond, OK Job Details Full-time $40,000 - $50,000 a year 23 hours ago Benefits Paid time off Opportunities for advancement Qualifications Life Insurance License Commercial insurance policies Phone communication Writing skills Property & Casualty License Productivity software Full Job Description Job Overview SUMMARY Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. Only candidates with P&C insurance experience will be considered for this position.

Salary Range:

$40,000.00 - $50,000.00 per year Benefits Annual Base Salary Based on Experience Hands on Training Mon-Fri Schedule Career Growth Opportunities Evenings Off Paid Time Off (PTO) Requirements

EDUCATION / EXPERIENCE

Associates degree or equivalent combination of education and experience 2+ years related insurance experience; Valid insurance licenses in P&C and Life. Commercial License is a plus. Must continue to meet Continuing Education requirements for license renewal Encouraged to complete Career Path requirements as communicated by supervisor Only candidates with P&C insurance experience will be considered for this position. SKILLS Excellent oral and written communication skills Ability to work within a team and to foster teamwork Excellent customer service skills, including telephone and listening skills Good leadership, problem solving and time management skills Proficient in Microsoft Office Suite Proficient in Agency Management Systems Varde Insurance Group is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES

Supports Producers/Agents in developing new best practices & trainings Analyzes and compares current exposures and develops renewal or new business specifications for clients Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy Reviews and summarizes marketing results and prepares proposals Finalizes proposals and presentations in coordination with Producers/Agents Binds insurance coverage and prepares binders and/or delegate certificates issuance Reviews policies for accuracy and review contracts Prepares summaries and/or schedules of coverage for clients; Reviews client billing history, responds to billing inquiries, corrects discrepancies, and contacts client on receivable collections Participates in the claims process as directed by management, including claim submission, follow-up and overall communication Ensures that all needed policy documentation is signed and completed by monthly audits Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producers/Agents Meets with clients as needed or directed by Management, Producers/Agents Engages in optimal and appropriate usage of applicable agency management systems; Other duties as assigned. Only candidates with P&C insurance experience will be considered for this position. About Us Varde Insurance Group is an energetic and professional agency committed to delivering unparalleled value and tailored insurance solutions. We empower clients with comprehensive coverage—from home & auto to life & business—always prioritizing their best interests. Join our team and help us build lasting relationships while safeguarding futures!