What is authorized under a CSR license ?
An individual who is not licensed as a producer, but assists in servicing insurance, must be licensed as a Customer Service Representative (CSR). A CSR may only operate within the scope of authority of the producer or agency employer. A CSR is authorized to provide insurance product information and insurance service to the employer’s customers. For example, a CSR may make policy changes, process endorsements, receive payments, and verify coverage. A CSR may not sell insurance and must refer to a producer a customer who wishes to purchase a new policy. No test is required for a CSR license.
