Customer Service Representative (CSR) II in St. Petersburg, Florida at Bankers Financial Corp

Job Posting Title Customer Service Representative (CSR) II

Job Description

Why Join Us?

At Maverick, we offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance.

• Medical Coverage through Blue Cross Blue Shield, including 100% preventive care and 24/7 telehealth
• Up to $2,000 annual HSA contribution for eligible plans
• 401(k) with automatic enrollment and a competitive, company performance-driven employer match to support your retirement goals
• Highly competitive, generous PTO program with flexible time off, 10 paid holidays, and paid volunteer days to support rest, balance, and community involvement
• Mental health & wellbeing support with a free, confidential Employee Assistance Program
• Company-paid life and disability insurance for added peace of mind
• Dental and vision coverage with strong preventive care
• Education assistance to support your professional growth

We go beyond the basics, investing in benefits that help you stay healthy, plan for the future, and maintain balance in your everyday life!

Overview

We are a specialized P&C insurance and structural warranty agency serving residential homebuilders nationwide. The CSR supports Account Executives by executing service tasks, documentation, and client communications serving a builder-focused environment.

Key Responsibilities

· Respond to client and carrier inquiries within defined SLAs; process routine service requests under Account Executive (AE) direction.

· Process policy endorsements, cancellations, audits, and changes; maintain accurate Agency Management System records; assist with policy delivery.

· Prepare and issue COIs, additional insured endorsements, and lender documentation; monitor open requests to ensure timely completion.

· Assist with structural warranty registrations, program tracking, and routine builder communications.

· Follow agency procedures and playbook; support AEs with renewals, ACORD forms, and workload prioritization.

Qualifications

· 1–3 years of commercial insurance agency or carrier experience; construction or P&C preferred.

· Working knowledge of commercial P&C lines; familiarity with ACORD forms and AMS platforms.

· Strong attention to detail, communication skills, and ability to manage multiple tasks; construction or warranty experience a plus.

Why This Role

Unlike generalist CSR roles that support a wide range of unrelated industries, this role offers deep specialization in residential construction insurance and structural warranty programs, and expertise that builds long-term market value. Construction-focused experience is highly transferable across carriers, brokers, MGAs, and advisory firms.

Combined with our structured Training Resource and operating playbook, you won’t simply service accounts, you’ll develop recognized mastery in a defined niche and contribute to elevating best practices within it.

The preceding position description has been designed to indicate the general nature of the work performed, the level of knowledge and skills typically required, and the usual working conditions of this position. It is not designed to contain or be interpreted as a comprehensive, complete, or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company.

Bankers Financial Corporation and its subsidiaries are Equal Opportunity Employers. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by law. We are committed to providing reasonable accommodations to qualified individuals with disabilities.

Employment with Bankers Financial Corporation and its subsidiaries is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice. Employment may also be contingent upon the successful completion of a background check and/or drug screening, where applicable. Applicants must be authorized to work in the United States.