Insurance Customer Service Representative

Benefits:

401(k)

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

Benefits/Perks

Competitive compensation and comprehensive benefits, including health, dental, vision insurance and 401k

Paid time off and a rotational weekend schedule

On-the-job training with opportunities for growth and advancement

Supportive, team-focused work environment

Responsibilities

Handle customer inquiries via phone, email and in person with professionalism and care.

Identify opportunities to upsell or cross-sell additional products.

Proactively assist customers to prevent cancellations and retain their business.

Resolve issues efficiently, ensuring satisfaction and loyalty.

Provide accurate information on insurance products, policies, and services.

Document customer interactions and follow up to ensure resolution.

Collaborate with internal teams to solve complex issues and deliver seamless service.

Qualifications

1+ year of phone-based customer service experience

Strong communication, problem-solving, and multitasking skills

Positive attitude with a collaborative, team-oriented mindset

Genuine commitment to delivering exceptional customer experiences and building lasting relationships

Background in an insurance environment preferred

Property & Casualty license, or willingness to obtain one within the first 4 months of employment