CUSTOMER SERVICE REP/Insurance Agent

Job Description

Job Description

Our 24 year old and growing, full-service independent agency is seeking several motivated, results-driven Customer Service Representatives (CSR) Insurance Agents to join our team. In this role, you will deliver exceptional client support, manage policy maintenance, and build lasting customer relationships.

We welcome experienced, licensed representatives looking to boost their earnings by cross-selling our extensive book of business. We are also happy to train and sponsor the right unlicensed candidate to earn their New Jersey Insurance Licenses and advance toward becoming a Licensed Insurance Agent and Investment Advisor.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Career Growth Opportunities

Retirement Plan

Mon-Fri Schedule

Responsibilities

Key Responsibilities

Client Support & Account Management: Answer inbound inquiries via phone, email, and in-person visits to assist clients with policy updates, billing, claims, and renewals. Coverage Consultation: Review existing policies with clients and agency partners to identify coverage gaps, explain insurance concepts, and present tailored solutions.

Cross-Selling & Growth: Engage existing clients and prospects with a full range of personal, commercial, and financial products to achieve team performance goals. Administrative Operations: Maintain precise client records, handle documentation, and assist with general office and marketing administrative tasks.

Requirements

Qualifications & Requirements;

Experience: Background in insurance, retail sales, business, finance, or customer service preferred. good communication skills,

Licensing: Licensed NJ Property & Casualty (P&C) or Life & Health (L&H) producers preferred. Unlicensed candidates must be willing to obtain necessary NJ state insurance licenses upon hire (sponsorship and training provided).

Skills: Strong verbal and written communication skills with outstanding active listening and problem-solving abilities.

Attributes: Self-motivated, coachable, highly organized, and eager to learn the financial services industry.

Competitive Compensation: Base salary plus uncapped commission and performance bonuses once licensed.

Benefits Package: Health insurance coverage and 401(k) retirement plan.

Career Advancement : Daily mentorship from leadership with 85+ years of combined experience. Clear career path options to obtain Securities licenses, build your own book of business, or become a Certified Financial Planner (CFP) and partnership.

Job Details

Job Type: Full-time

Location: Point Pleasant, NJ (In-person)

Required/Eventual Licenses: NJ P&C License, NJ Life & Health License

For Interview call Mr. C at View phone number on us.fitly.work

Eventual License/Certification:

NJ P & C Life Insurance (Required)

Life Insurance License (Preferred)

Possible Securities License.

Co-Owner is a licensed Investment Broker with over 45 years experience.

Services offered through unaffiliated associations-

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.