Insurance Agency Customer Service Representative

Job Description

Job Description

Were looking for a motivated, solutionsdriven Customer Service Representative t o join our growing insurance agency. If youre a fast learner , thrive in a problemsolving environment , and consistently deliver aboveaverage customer service , this role is built for you.

About the Role:

As a Customer Service Representative, youll be the first point of contact for clients, helping them navigate policy questions, billing concerns, coverage changes, and general inquiries. Youll support agents, maintain accurate records, and ensure every customer feels valued and understood. This is an in-office position, servicing clients in person, and over the phone.

What Were Looking For:

Strong ProblemSolving Skills Ability to assess situations and find clear, effective answers

Fast Learner Comfortable adapting to new systems, products, and processes

Exceptional Customer Service Warm, patient, and able to build trust with clients

Communication Skills Clear, professional verbal and written communication

Attention to Detail Accuracy in documentation and followthrough

Why Join Us:

Supportive, teamoriented environment

Opportunities for growth and licensing

Meaningful work helping clients protect what matters most

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training

Evenings Off

Responsibilities

• Key Responsibilities:
• Client Support Provide friendly, professional assistance via phone, email, and inoffice interactions
• Problem Resolution Identify issues quickly and offer effective solutions
• Policy Servicing Process policy changes, updates, and documentation
• Account Management Maintain accurate customer records and follow up on outstanding items
• Team Collaboration Work closely with agents to support daily operations

Requirements

• 2+ Years of Customer Service Experience is Required.
• Detail-oriented with the ability to prioritize and multitask .
• A critical thinker and out-of-the-box problem solver.
• Tech-savvy with typing skills.
• Excellent written and verbal communication skills including professional phone and office etiquette .