A customer service representative, often referred to as a CSR or an account executive, performs some of the same tasks an insurance agent. However, CSRs normally stay in the office and help clients who have existing accounts with the agency. They are the face of the agency and keep customers happy so they renew their policy from year to year.
CSRs help customers with claims, billing, insurance quotes, changes to their account and more. To help clients during stressful times they must possess a great deal of empathy and be a good listener. CSRs also help the agents obtain documents and transmit them to the client or potential client, like legal documents and policies.
High School degree. CSRs must obtain a license per state regulations and keep up to date with required continuing education credits.