Insurance Customer Service Rep

Job Description Join a high-performing, nationally ranked insurance agency. The Mundell Insurance Agency is expanding, and we have an opening for a full-time Customer Service Representative (CSR). If you are passionate about delivering exceptional customer service and thrive in a fast-paced environment, this could be the career opportunity for you! Base Salary - $45,000 -$70,000 Based on experience + Commission + Bonus Opportunities Benefits Mon-Fri Schedule Career Growth Opportunities Hands on Training Holidays Off Team Meetings Licensing Assistance Base Salary Plus Commissions Long-Term Career Growth Bonus Opportunities Weekends Off Paid Time Off (PTO) Breville Espresso / Coffee Health Insurance Stipend Responsibilities Own the renewal and underwriting process by tracking required documents, forms, photos, and signatures through our CRM to ensure nothing falls through the cracks and all carrier deadlines are met. Manage workflows inside our CRM, keeping tasks organized, following up proactively, documenting every interaction, and ensuring each client file moves from start to finish on time. Answer incoming phone calls, texts, and emails quickly, professionally, and with a high level of customer service. Help clients with policy changes, endorsements, billing questions, and coverage requests for home, auto, umbrella, renters, landlord, and commercial insurance. Work directly with insurance carriers and underwriters to resolve underwriting issues, satisfy requirements, and prevent cancellations or non-renewals. Issue Certificates of Insurance (COIs), Evidence of Insurance (EOIs), mortgagee updates, and lender requests. Maintain detailed documentation in our agency management system and follow our service process on every client interaction. Immediately hand off all new sales opportunities to the sales team so every lead receives a fast response. Schedule life insurance appointments for the sales team and gather preliminary client information. Identify cross-sell opportunities while servicing existing clients and create warm introductions for the sales team. Coordinate with escrow officers, lenders, property managers, contractors, and insurance carriers to keep transactions moving and clients informed. Deliver a high level of customer service while building long-term relationships and ensuring every client feels taken care of. Requirements Highly detail-oriented. This is the most important requirement for this role. You enjoy keeping projects organized, following processes, and making sure nothing falls through the cracks. California Property & Casualty License preferred (must obtain within 60 days of hire if not currently licensed). Highly organized with excellent time management skills and the ability to manage multiple priorities at once. Self-motivated with a strong work ethic. Takes ownership, follows through, and consistently meets deadlines. Coachable and open to feedback, with a willingness to learn and continuously improve. Positive, high-energy attitude with a professional, compassionate, and personable approach to client service. Team-first mindset. Friendly, dependable, easy to work with, and contributes to a positive office culture. Excellent written, verbal, and active listening communication skills. Comfortable talking with clients over the phone and using technology, with the ability to quickly learn new software and agency processes. Ability to prioritize tasks, stay organized in a fast-paced environment, and consistently follow established workflows. #J-18808-Ljbffr The Juris Agency