Customer Service Representative

Job Description

Job Description

Start a Career Where Service Makes the Difference

Every policy has a story behind it: a family protecting their home, a new driver getting on the road, a business owner safeguarding everything they've worked to build. As a Customer Service Representative, you'll be the person clients turn to when they need answers, guidance, and peace of mind.

This is more than answering phones or processing paperwork. You'll build lasting relationships, help clients navigate important life changes, and ensure they feel confident about their coverage every step of the way.

This is an excellent opportunity to join a growing organization on a contract-to-hire basis, demonstrate your value, and earn a long-term permanent position with a team that is committed to investing in its people and supporting career growth.

While this position is primarily remote, candidates must be willing to attend onsite meetings, training, and team events in Coralville, Iowa as needed.

Key Responsibilities

• Serve as the primary point of contact for policyholders regarding: Policy changes, Coverage questions, Billing inquiries, Claims-related questions
• Respond to client inquiries received via phone, email, text, and online channels.
• Educate clients on coverage options and help them understand the value of their policies.
• Process policy updates and endorsements accurately and efficiently.
• Coordinate with insurance carriers to resolve issues and obtain information.
• Prepare and send documentation for review and signature.
• Maintain accurate records of client interactions and policy activity.
• Support licensed sales agents with service-related requests.
• Review existing policies and identify opportunities for improved pricing or coverage when appropriate.
• Ensure compliance with state insurance regulations and agency policies.

Required

• Active Property & Casualty License, or previous licensure that can be reinstated.
• 2+ years of insurance agency experience for Insurance Service Specialist level.
• Strong customer service and relationship-building skills.
• Excellent verbal and written communication skills.
• Strong attention to detail and organizational abilities.
• High level of professionalism and dependability.
• High school diploma or equivalent.