Customer Service Insurance Agent

Job Description

Job Description

About the Role:

We are growing and looking for a motivated and personable Customer Service Insurance Agent to join our growing team in Burlington, NC. This is a fantastic opportunity to build a rewarding career in the insurance industry while making a real difference in the lives of our clients. If you love helping people and thrive in a fast-paced environment, we want to hear from you!

Responsibilities:

• Assist clients with insurance policy inquiries, updates, and renewals
• Process new insurance applications and policy changes accurately and efficiently
• Handle inbound customer calls and resolve service issues with professionalism
• Educate clients on coverage options, policy details, and available products
• Maintain accurate client records and documentation in the agency management system
• Support sales efforts by identifying cross-sell and upsell opportunities
• Collaborate with team members to ensure a seamless customer experience

Requirements:

• Active Property & Casualty (or willingness to obtain)
• Prior experience in customer service, insurance, or a related field preferred
• Strong communication and interpersonal skills
• Proficient in basic computer applications and data entry
• Detail-oriented with strong organizational and multitasking abilities
• Ability to work independently and as part of a team
• Positive, client-first attitude with a passion for helping others

About Us:

Shawn Smith Agency is a trusted insurance agency serving the Burlington, NC community with dedication and integrity. Our clients rely on us to protect what matters most, and we take that responsibility seriously every single day. We foster a supportive, team-oriented workplace where employees are valued, developed, and empowered to succeed