Customer Service Representative

We are a growing, customer-focused health insurance agency dedicated to helping individuals and families find the right health insurance coverage. Our team prides itself on providing honest guidance, exceptional customer service, and long-term support for our clients. We are seeking a friendly, dependable, and detail-oriented Customer Service Representative who enjoys helping people. This position is ideal for someone who values organization, communicates professionally, and takes pride in delivering an outstanding customer experience. Position Overview As a Customer Service Representative, you will serve as one of the primary points of contact for our clients. You will assist customers by phone, email, and in person with questions regarding their health insurance coverage, policy changes, billing inquiries, enrollment assistance, and general account support. You will work closely with our licensed insurance agents to ensure every client receives timely, accurate, and professional service while maintaining strict confidentiality and compliance with industry regulations. Primary Responsibilities Answer incoming phone calls professionally and courteously. Make outbound customer service calls to current clients. Respond to customer emails and text messages promptly. Assist clients with policy questions, billing concerns, and general account inquiries. Process policy changes, updates, cancellations, and requested documentation. Assist with health insurance applications and required paperwork. Identify possible sales opportunities with current, past, and prospective clients. Maintain accurate customer records in the agency management system. Verify customer information and ensure documentation is complete. Schedule appointments for insurance agents. Follow up with clients regarding outstanding documents or information. Communicate with insurance carriers to resolve customer issues. Maintain HIPAA confidentiality and comply with all applicable regulations. Perform general office and administrative duties as assigned. Help create a welcoming and professional experience for every client. Qualifications High school diploma or GED required. Previous customer service experience required. Prior experience in insurance, healthcare, medical office, banking, or financial services is preferred but not required. Strong computer skills, including Microsoft Office and web-based applications. Ability to learn new software quickly. Excellent written and verbal communication skills. Strong organizational and time management skills. Ability to multitask while maintaining accuracy. Professional appearance and positive attitude. Ability to work independently and as part of a team. Preferred Qualifications Health insurance experience is a plus, but not required. Florida Health & Life insurance license, or ability to get licensed after hired. Experience with CRM or agency management software. Desired Skills The ideal candidate will possess many of the following qualities: Friendly and approachable personality Outstanding customer service skills Strong attention to detail Excellent listening skills Dependable and punctual Positive attitude Professional telephone etiquette Problem-solving mindset Ability to remain calm under pressure Strong written communication Excellent organizational abilities Ability to prioritize multiple tasks Self-motivated with a willingness to learn High level of integrity and confidentiality Team-oriented while also working independently Physical Requirements Ability to sit for extended periods. Frequent computer and telephone use. Occasionally lift or move office materials up to 20 pounds. What We Offer Competitive hourly pay based on experience Paid training Opportunities for career growth Supportive team environment Stable full-time employment Monday through Friday schedule Paid holidays and paid time off (if applicable) We're Looking For Someone Who... Genuinely enjoys helping people. Is dependable and takes pride in doing quality work. Communicates professionally with customers and coworkers. Willing to work extended hours and days during the annual open enrollment period. Learns quickly and adapts to new situations. Wants to build a long-term career rather than simply finding another job. Brings a positive attitude and contributes to a supportive team culture. If you're passionate about helping others, enjoy solving problems, and want to be part of a growing health insurance agency that values excellent customer service, we'd love to hear from you. #J-18808-Ljbffr VIP Agency LLC