Customer Service Insurance Advisor

Job Description

Job Description

Benefits:

• Flexible schedule
• Paid time off
• Wellness resources

About Us

At Ted Todd Insurance, we believe exceptional service begins with people who genuinely care. Our Customer Service team is the heart of our agency supporting clients, solving problems, and ensuring every person who contacts us feels heard, protected, and valued.

We are an ethical, compliance-focused, team-centered organization were doing whats right for the customer always comes first. If you thrive in a positive environment where teamwork, professionalism, and client relationships matter, you will enjoy being part of our culture.

About the Role
As a Customer Service Insurance Advisor , you are the voice of TTI for existing clients. Youll provide guidance, answer questions, resolve concerns, make policy updates, and identify coverage gaps always with integrity and clarity.

Your mission is to create a WOW experience at every interaction by being knowledgeable, patient, solution-focused, and genuinely committed to helping people understand their insurance.

This is not a sales role with quotas. It is a client relationship role focused on service excellence, accuracy, and consultative support.

What Youll Do

• Handle 30+ inbound service calls per day with professionalism and empathy.

• Provide clients with a warm, educational, and exceptional experience every time.

• Communicate through phone, email, text, and chat with equal clarity and professionalism.

• Listen carefully to understand each clients needs and concerns.

• Set clear expectations and ensure timely follow-up on all service tasks.

• Review coverage and help identify potential gaps or exposures so clients can make informed decisions.

• Complete data entry and documentation across multiple platforms accurately and promptly.

• Work collaboratively with Sales, Retention, and other internal teams to solve problems and support clients.

• Uphold all compliance, documentation, and communication standards.

This Role Is a Great Fit If You

• Are a strong communicator who can explain information simply and clearly.

• Enjoy helping people and solving problems.

• Take pride in providing exceptional service not just answering questions.

• Thrive in a structured, supportive, in-office environment with a team mindset.

• Stay calm under pressure and handle multiple inquiries with professionalism.

• Have strong attention to detail and accuracy in documentation.

• Believe that doing what is right for the customer is non-negotiable.

Qualities of a Successful Customer Service Advisor

• Communicates confidently across phone, email, text, and chat .

• Creates a WOW experience through friendliness, clear explanations, and reliability.

• Works collaboratively with teammates to meet client needs.

• Handles data entry with ease and accuracy.

• Brings a positive, unifying work ethic that supports a culture of teamwork.

• Is motivated by helping clients feel protected and supported.

Qualifications

• Customer service or administrative experience preferred (insurance experience is a plus).

• Strong verbal and written communication skills.

• Ability to navigate multiple systems while assisting customers.

• High attention to detail and accuracy.

• 18+ and legally eligible to work in the U.S.

• High school diploma or equivalent.

• This is an in-office role.

If you enjoy helping people and want to be part of a trustworthy, mission-driven team, wed love to meet you.