Job Description - Customer Service Rep (CSR) ~ Tse Bonito
C&R Insurance is a locally owned, insurance agency seeking a reliable Customer Service Representative to join our in-office team.
This role is a good fit for someone looking for a steady, consistent job with a regular schedule. Much of the work follows the same daily processes, so reliability, accuracy and comfort with routine tasks are important.
Job Summary:
As a CSR, you will work in the office assisting customers with everyday insurance needs. The job includes processing payments, setting up new policies, making basic policy changes, and handling general office tasks. The role involves regular face to face and phone interactions with customers and requires careful handling of cash and records.
This position is best suited for someone who values stability, consistency and doing their job well day after day.
Key Responsibilities:
Assist walk in and phone customers with payments, policy updates and general questions
Process payments by cash and card with accuracy
Balance and maintain a cash drawer and related documentation
Set up new policies and make routine changes to existing policies (Vehicles, coverage updates, etc.)
Answer basic questions about policies and coverage using provided training and systems
Maintain organized customer records and keep accounts updated.
Complete general office tasks such as scanning, filing and data entry.
Follow company procedures and state insurance requirements.
Qualifications:
Prior customer service and/or cashing-handling experience is helpful
Comfortable with repetitive, detailed-focused work
Basic math skills and attention to accuracy
Dependable, punctual, and able to follow establish processes
Ability to work independently and part of a small team
Comfortable using a computer for everyday tasks such as:
Navigating folders
Organizing digital documents
Entering and updating information
Schedule
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: 9:00 AM - 2:00PM
Preferred (but not required)
Bilingual (Navajo or Spanish)
Experience in a retail, banking, or insurance office setting.
Benefits:
Paid training
Health, dental, and vision insurance.
Paid time off and holidays.
About this role This position offers steady, consistent office work with established processes. The day‑to‑day responsibilities are routine and focused on accuracy, customer assistance, and reliability. This role is a good fit for someone looking for a stable position they can grow comfortable in over time.
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