Customer Service Representative

Job Description

Job Description

At James Grace Insurance Inc., we believe that insurance is less about policies and more about the people standing behind them. Located in the heart of Scottsdale, our office serves as a hub for neighbors helping neighbors navigate life's unexpected moments. We are looking for a warm, detail-oriented Customer Service Representative who finds genuine satisfaction in helping others feel secure and heard. You won't just be processing paperwork here; you will be building relationships and providing the kind of peace of mind that really matters to families and businesses in our community. Our office culture is built on mutual respect, shared successes, and an open-door policy where your input is valued every single day. If you appreciate a collaborative environment where kindness is just as important as technical accuracy, you will feel right at home with our team. We invite you to bring your expertise to a place where you can make a tangible difference in the lives of our clients, helping them protect what they care about most while enjoying a supportive and cheerful workplace atmosphere.

Responsibilities

Act as the initial point of contact for our policyholders, helping them resolve questions about their coverage with patience and clarity.

Process policy changes, updates, and endorsements accurately to ensure our clients always have the right protection.

Review existing policies during renewal periods to identify gaps and suggest better-suited alternatives for our clients.

Document client interactions and service requests in our digital management system to keep records current and accurate.

Collaborate with the sales team to ensure a smooth transition from initial purchase to ongoing account management.

Participate in team discussions to share feedback from clients and help us improve our service standards.

Requirements

Active Arizona Property & Casualty Insurance License a plus.

Three or more years of experience in a customer-facing role within the insurance sector.

Deep familiarity with insurance policy structures and coverage nuances.

Solid proficiency using agency management software and standard office suites.

Clear and empathetic communication style for phone and email interactions.

Strong organizational habits to manage daily inquiries and documentation needs.

Benefits

• Health Insurance
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training
• Flexible Schedule