Insurance Customer Service Representative

Job Description

Job Description

Benefits:

• Simple IRA
• Gym membership
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

POSITION OVERVIEW:
Our agency is seeking a Customer Service Representative who enjoys helping people, solving problems, and delivering exceptional customer experiences.

In this role, you'll serve as a trusted resource for our clients, assisting with policy changes, coverage questions, billing inquiries, and account servicing needs. This is an excellent opportunity for someone who values relationship-building, enjoys working in a team environment, and wants to build a long-term career in the insurance industry.

RESPONSIBILITIES:

• Provide prompt, professional service to clients by phone, email, and in person.
• Assist customers with policy changes, billing questions, and coverage inquiries.
• Maintain accurate client records and documentation.
• Follow up on customer requests and outstanding items.
• Review policies with clients and identify additional coverage opportunities when appropriate.
• Work closely with producers and agency staff to support client needs.

QUALIFICATIONS:

• Strong communication and problem-solving skills.
• Excellent organizational and multitasking abilities.
• Detail-oriented with strong follow-through.
• Ability to learn insurance products and agency systems.
• Insurance license preferred or willingness to obtain licensing.
• Positive attitude and commitment to helping others.