Customer Service Agent

Job Description

Job Description

We believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees and communities "fast forward" to the goals they strive to achieve in life.

Benefits: Health (Traditional and HD plan options), Dental, Vision, Medial & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term disability insurance, Voluntary paid benefits, Paid Time Off, Holidays. Extended Medical Absence Leave.

Work Hours: Full-time; Monday through Friday, 8-5pm.

Key Responsibilities:

• Manage new and renewal insurance policies, ensuring accuracy, completeness, and timely processing
• Serve as a primary point of contact for clients, responding to inquiries, policy changes, and service requests with professionalism and urgency
• Review client accounts proactively to identify coverage gaps and recommend appropriate solutions
• Prepare quotes and remarket policies to provide competitive options that meet client needs
• Support sales efforts by identifying cross-sell and upsell opportunities within existing accounts
• Process policy transactions including renewals, endorsements, changes, claims, and premium payments
• Review carrier downloads for accuracy and handle invoicing for all applicable transactions
• Maintain and update carrier-specific rate and forms manuals when not available through online systems
• Build and maintain strong client relationships to support retention and long-term satisfaction
• Organize and maintain accurate, confidential client files in compliance with company policies and industry regulations
• Collaborate with team members and carriers to resolve issues and ensure a seamless client experience

Skills / Requirements / Qualifications:

• Property & Casualty insurance license required or willingness to obtain within six months of employment
• High school diploma or GED required
• Strong customer service and interpersonal skills with a client-first mindset
• Sales-oriented approach with the ability to identify opportunities and recommend solutions
• Excellent communication skills, both written and verbal
• Proficiency with computer systems and ability to learn agency management software

Equal Opportunity Employer

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