Posted August 23, 2026
Customer Service Rep (Property and Casualty)
Coast Personnel
Capitola, CA, US
Full Time
Job Description
Job Description
Job ID: 6356
A Customer Service Representative (CSR) is the first point of contact for any customer who has a question or an issue with a product or service the company sells. They have many responsibilities like answering inbound phone calls, addressing customers questions about products and services, and processing payments or returns.
1. Handling Inquiries: CSRs manage incoming phone calls and address customer inquiries about products and services.
2. Sales Leads: They generate sales leads that can develop into new customers.
3. Assessing Customer Needs: CSRs identify and assess customer needs to achieve satisfaction.
4. Problem-Solving: They troubleshoot issues and investigate when they lack sufficient information to answer questions or resolve complaints.
5. Excellent Communication: Effective communication and empathy are essential for CSRs, who act as liaisons, provide accurate information, and resolve problems efficiently.
6. Advocacy: CSRs put themselves in customers shoes and advocate for them when necessary.
7. Feedback Collection: Gathering valuable customer feedback is part of their role.
1. Handling Inquiries: CSRs manage incoming phone calls and address customer inquiries about products and services.
2. Sales Leads: They generate sales leads that can develop into new customers.
3. Assessing Customer Needs: CSRs identify and assess customer needs to achieve satisfaction.
4. Problem-Solving: They troubleshoot issues and investigate when they lack sufficient information to answer questions or resolve complaints.
5. Excellent Communication: Effective communication and empathy are essential for CSRs, who act as liaisons, provide accurate information, and resolve problems efficiently.
6. Advocacy: CSRs put themselves in customers shoes and advocate for them when necessary.
7. Feedback Collection: Gathering valuable customer feedback is part of their role.
Must have property and casualty insurance license
