Licensed Insurance Customer Service Representative

Job Description

Job Description

About Us:

Otto Insurance Group is a growing insurance agency committed to delivering outstanding customer service and tailored insurance solutions. We value integrity, professionalism, and building strong relationships with our clients.

Job Summary:

We’re seeking a Licensed Insurance Customer Service Representative to join our team. In this role, you’ll support our clients by addressing inquiries, processing policy changes, resolving issues, and ensuring client satisfaction. You’ll work closely with agents and underwriters to provide excellent service and build lasting client relationships.

Responsibilities:

• Handle inbound and outbound customer service calls and emails

• Assist clients with policy inquiries, coverage options, billing questions, and claims processes

• Process policy endorsements, renewals, cancellations, and payments

• Maintain accurate records in agency management systems 

• Work with agents to follow up on leads, cross-sell, and upsell insurance products

• Ensure compliance with state and federal regulations

• Resolve client concerns quickly and professionally

• Provide support during audits and maintain documentation

Qualifications:

• Active insurance license (Property & Casualty)

• Minimum [1-2] years of customer service experience in an insurance setting

• Strong knowledge of insurance products, coverages, and procedures

• Excellent verbal and written communication skills

• Proficient in Microsoft Office and insurance agency management software

• Detail-oriented with strong organizational skills

Benefits:

• Competitive salary 

• Health, dental, and vision insurance

• Simple IRA with company match

• Paid time off and holidays

• Ongoing training and licensing support

• Friendly and supportive team environment

How to Apply:

Submit your resume and a brief cover letter to View email address on us.fitly.work. Please include your active license details.