Customer Service Representative

Job Details Location: Liberty Rocklin - Rocklin, CA 95765 Salary: $40,000.00 - $45,000.00 per year Position Summary We’re searching for a Customer Service Representative for our Personal Lines clients to join our growing team in Rocklin, CA. This position can be remote or hybrid. The Personal Lines Customer Service Representative is responsible for handling servicing tasks for existing accounts and quoting tasks for new accounts. This individual will talk to clients about their policies and process changes as needed. This role requires strong communication and multi‑tasking skills to provide the highest level of customer service. Essential Duties and Responsibilities Bind coverage with required documents/forms and payments Manage all activities and workload in agency management system Review policies for accuracy Communicate regularly and directly with clients and underwriters Send out forms to clients that need to be reviewed and then collect payment Assist clients with requests for Certificates of Insurance Handle claim calls from clients, and report claims to the appropriate carrier Follow up with clients and adjusters during claims process Answer incoming calls from clients with general policy questions Process payments from clients Assist with quoting activities Qualifications Experience specifically working in Personal Insurance, preferably in an Independent Insurance Agency Outstanding verbal and written communication skills Experience using programs within Microsoft Office Strong organization skills Professional demeanor and appearance Friendly and outgoing Significant ability to multi‑task detailed and complex work Strong tendency to always exceed others’ expectations Equal Employment Opportunity HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others. Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role. #J-18808-Ljbffr