Customer Service Representative

Responsibilities

• Engage with clients via phone and email to provide service and assistance
• Educate potential customers on Business Bonds and Insurance Products
• Proactively follow up on leads and in-progress applications
• Maintain accurate customer records and interactions in the CRM system
• 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 and other administrative tasks

Requirements

• 0-2 years of experience in customer service, sales support, or administrative roles
• Bachelor's Degree
• Strong verbal and written communication skills for high-volume phone work
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Access)
• Ability to manage and create sales reports
• Detail-oriented with strong organizational skills

Preferred Qualifications

• Prior experience working in a CRM system
• Experience in an office environment

Benefits

• Health insurance
• 401(k) plan
• Paid Time Off (PTO)
• Paid sick days

About the Company

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. Founded in 1930, they use technology to provide easy, affordable, and digital access to bond and insurance products.