Insurance Agency, Servicing Specialist

Job Description

Job Description

As a Customer Service Representative, you will be the friendly voice and trusted advisor for our clients. You will play a key role in delivering outstanding service while helping clients protect what matters most. This is an excellent opportunity for someone who thrives in a fast-paced environment and is eager to grow within a stable, established agency.

Key Responsibilities:

• Respond promptly and professionally to customer inquiries regarding coverages, billing, claims, and products while following established agency processes.
• Process changes to existing accounts and policies with accuracy and efficiency.
• Act as a liaison between customers and our business partners/insurance carriers to resolve issues and ensure smooth service.
• Conduct daily reviews and follow-up on renewals, policy changes, underwriting requests, and customer needs.
• Schedule appointments for agency producers and team members with existing and prospective clients.
• Participate in policy reviews and provide knowledgeable advice on coverage options.
• Identify cross-selling opportunities to better serve clients and help them secure comprehensive protection.
• Manage ongoing customer touchpoints to build and maintain strong, long-term relationships throughout the customer lifecycle.

Qualifications & Skills:

• Proven customer service experience (insurance experience is a plus but not required).
• Excellent verbal and written  communication skills .
• Proficient with Microsoft Office Suite and general PC/internet applications.
• Strong attention to detail and ability to manage multiple tasks effectively.
• Eagerness to learn — we highly value candidates who are coachable and motivated to grow.
• Positive attitude and a genuine desire to help others.

What We Offer:

• A stable, well-established agency with 21 years in business.
• Supportive team environment focused on collaboration and mutual success.
• Ongoing training and professional development.
• Competitive compensation based on experience.
• Opportunity to build a meaningful career in a relationship-driven industry.

If you are reliable, personable, and ready to contribute to a team that truly cares about its clients and each other, we encourage you to apply!

Our agency has proudly served the community for 21+ years, built on a foundation of trust, exceptional client care, and strong team relationships. We are not just another insurance office — we are a relationship-focused agency that values long-term client partnerships and a supportive, collaborative work environment.

Company Description

Our agency has proudly served the community for 21+ years, built on a foundation of trust, exceptional client care, and strong team relationships. We are not just another insurance office — we are a relationship-focused agency that values long-term client partnerships and a supportive, collaborative work environment.