Insurance Customer Service Representative

Summary:

Join a growing, independent insurance agency in Madison, WI as an Insurance Customer Service Representative! In this role you'll serve as the primary point of contact for clients, and play a critical role in maintaining strong relationships while providing outstanding service and support.


This role will be 100% onsite in Madison, WI. Hours are full-time Monday-Friday 8:00am-5:00pm. Pay is $50,000 per year; potential to earn more based on insurance experience and licensure. Competitive benefits offered.

Responsibilities:Serve as the first point of contact for client service inquiries

Assist clients with policy changes, endorsements, renewals, billing questions, and coverage requests

Process certificates of insurance, ID cards, policy documents, and other insurance-related paperwork

Communicate with insurance carriers regarding policy servicing and underwriting requests

Maintain accurate client records within agency management systems

Follow up on outstanding client requests and ensure timely resolution

Identify opportunities to improve coverage and refer sales opportunities to agency producers

Support retention efforts by building strong client relationships and delivering proactive service

Assist with claims reporting and claims follow up as needed

Qualifications:High school diploma or equivalent required

Strong communication and customer service skills

Proficiency in Microsoft Office

Ability to multitask and prioritize effectively

Previous insurance agency experience preferred

Wisconsin Property & Casualty License preferred (or willingness to obtain)

Experience with agency management systems preferred

Willingness to complete background check upon accepted offer

#MMAS