Customer Service Representative (Insurance)

Job Description

Why You Want to Work Here:

You will be joining a specialized insurance operation that moves away from the traditional, once-a-year renewal model to build deep, ongoing relationships with business leaders. We are looking for a high-touch service professional who is ready to build a career in a niche, growing agency. No prior insurance experience is required; we provide full training and will cover all costs for your pre-licensing education and exam as you earn your Property & Casualty license. This role offers a genuine advancement path into account management for someone with a service-first mindset who thrives in a fast-paced environment. You will work in a fully remote environment with a competitive compensation package and direct access to senior leadership.

Responsibilities:

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• Serve as a responsive, professional point of contact for a dedicated client base.
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• Handle inbound inquiries via phone and email with urgency, accuracy, and warmth.
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• Proactively reach out to clients regarding coverage updates, document requests, and policy milestones throughout the year.
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• Process certificates of insurance, endorsements, and other routine policy transactions with high attention to detail.
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• Maintain accurate client records and activity logs in our agency management system.
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• Track open items and follow-up tasks to ensure nothing falls through the cracks for your clients.
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• Support Account Managers in preparing renewal packages and coverage summaries.
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• Coordinate with carriers and underwriters to resolve service issues efficiently.
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• Participate in regular team standups and contribute to a collaborative service operation.
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• Travel occasionally for team meetings and initial onboarding.
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Requirements:

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• 2+ years of customer service experience in a professional, high-touch environment.
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• Exceptional written and verbal communication skills; you write clearly and speak confidently.
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• Demonstrated ability to manage multiple priorities and client relationships simultaneously.
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• Experience with CRM or client management software and comfort learning new platforms quickly.
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• A service ethic that goes beyond transaction processing to anticipate client needs before they ask.
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• Previous experience in professional services, financial services, or industries serving business clients is a plus.
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• Familiarity with insurance terminology or exposure to agency operations is preferred but not required.
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