Customer Service Representative

Customer Service Representatives (CSRs) work in insurance agencies to manage the day-to-day needs of existing clients, assisting with policy changes, document processing, claims applications, and more. While educated in insurance terminology, because their main concerns are customer support, not selling policies, they may not need to be licensed.  

 

CSRs cannot discuss the details of policies or claims unless they’re licensed. Instead, they manage general changes and high-level policy information.