Office Manager CSR Woodstock

Alfa Insurance - The Payne Agency

Office Manager CSR

Full Time • Woodstock
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Employee discounts
  • Free food & snacks
  • Paid time off
  • Training & development
The CSR serves as a piece of the operational backbone of our agency, responsible for client servicing, policy lifecycle management, and retention. 

Core Responsibilities

Client Service & Retention

  •  Manage inbound service requests (endorsements, billing, coverage questions) 
  •  Process policy changes, renewals, cancellations, and reinstatements 
  •  Remarket policies to maintain competitive coverage and pricing 
  •  Handle claims intake and provide client guidance through claims process 
  •  Maintain client relationships via consistent communication
Policy & Carrier Management

  •  Quoting and binding across multiple carriers (personal lines and/or commercial lines) 
  •  Ensure accuracy of applications, documentation, and underwriting submissions 
  •  Maintain compliance with carrier guidelines and underwriting standards 
  •  Build working relationships with carrier underwriters and reps 
Administrative & Operational Support

  •  Maintain AMS (Agency Management System) data integrity 
  •  Manage policy documentation, e-signatures, and file compliance 
  •  Assist with marketing support (renewal reviews, cross-sell campaigns) 
Qualifications

  •  Active Property & Casualty Insurance License, or willing to obtain (Georgia required) 
  •  1–3+ years insurance service experience preferred 
  •  Strong organizational and multitasking capabilities 
  •  High attention to detail and compliance awareness 
  •  Client-first communication style
  • High School Diploma
  • Valid Driver's License (Georgia)
Compensation: $40,000.00 - $60,000.00 per year




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Benefits for Working on our Team!

 
Competitive Compensation
Annual incentive reward trip for top performers to beautiful destinations in the southeast
Continuous training and support throughout your career with Alfa
Opportunities for advancement
Discounts on your auto insurance (underwriting approval required) and much more.