Customer Service Representative (Willing to Train)

Job Description

Job Description

About Us

We are an established insurance agency working with National and Regional Carriers, focused on providing quality personal lines insurance (home, auto, umbrella, renters, flood, and specialty coverage, among others).

Position Overview

The Personal Lines Account Manager trainee is responsible for managing and servicing a book of personal lines insurance clients. This role ensures that clients receive excellent customer service, accurate coverage recommendations, and timely policy management. The Account Manager works closely with producers, carriers, and clients to maintain retention, identify cross-selling opportunities, and resolve service issues.

This role offers a minimum base salary of $3,000 per month. Successful candidates can earn up to $80,000 per year, including commission and bonus incentives.

Annual Base Salary + Commission + Bonus Opportunities

Dental Insurance

Vision Insurance

Career Growth Opportunities

Mon-Fri Schedule

Hands on Training

Paid Time Off (PTO)

Retirement Plan

Life Insurance

Key Responsibilities

Policy servicing support processing endorsements, certificate requests, ID cards, and policy changes under the supervision of a senior AM. Answering inbound calls and emails for routine service requests that don't require coverage judgment. Updating client information in the AMS, keeping records clean and up to date, and supporting the VAs by serving as the licensed escalation point for anything they can't handle without a license.

Renewal Support:

Pulling renewal reports and organizing accounts 90 days out. Preparing renewal packets and summary documents for the senior AM to review. Following up with clients on outstanding renewal information updated drivers, property values, business changes. Running quotes under the direction of the senior AM.

Administrative:

Issuing certificates of insurance and evidence of property. Processing billing questions and payment plan changes. Scanning, filing, and maintaining electronic client files in the AMS and sending out policy delivery letters and coverage confirmation emails.

Cross-Sell Support:

Flagging cross-sell opportunities they identify during service calls and handing them to the senior AM or your 1099 producer rather than trying to close them independently until they're ready. Running multi-line household reports for the senior AM to review.

Compliance & Administration

• Maintain up-to-date knowledge of carrier products, underwriting guidelines, and state insurance regulations.
• Follow agency workflows, compliance requirements, and service standards.
• Maintain proper documentation of all client interactions.

Qualifications

• No insurance experience required. We will train the right candidate.
• A college degree is preferred, but not required.
• A background in retail, hospitality, or customer service is strongly desired.
• Strong communication skills, both verbal and written.
• Detail-oriented, organized, and able to multitask.
• Positive attitude and willingness to learn.
• Must be able to pass a background check