Licensed Insurance Customer Service Representative

Job Description

Job Description

At Rafferty Insurance Agency Llc, we believe that insurance is ultimately about people, not just paperwork. We are looking for a warm, detail-oriented Licensed Insurance Customer Service Representative to join our team in Waterbury. Here, you aren't just a voice on the phone; you are a neighborhood expert who provides peace of mind to our clients when they need it most. Our office culture is built on mutual support and a genuine desire to see our neighbors thrive. You will spend your days listening to our clients, solving their puzzles, and ensuring that our community remains well-protected. We celebrate small wins and big milestones alike, and we provide an environment where you can truly take ownership of your work. If you find fulfillment in helping others and appreciate a role where no two days look exactly the same, you will fit right in. We invite you to bring your expertise to a firm that values your character as much as your credentials. Come grow your career with a team that actually cares about your professional happiness.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Career Growth Opportunities

Mon-Fri Schedule

Fun & Friendly Co-workers

Bonus Opportunities

Continuous Learning and Development

We Invest In You

Responsibilities

• Answer incoming client questions regarding their existing policies with patience and clarity.
• Process routine policy changes, endorsements, and renewals accurately within our system.
• Act as a primary point of contact for our policyholders in Waterbury and beyond.
• Review client accounts to ensure they have adequate protection based on their evolving life stages.
• Coordinate with insurance carriers to resolve billing discrepancies or coverage status inquiries.
• Document all client interactions thoroughly to ensure every team member stays informed.

Requirements

• Active Connecticut Property and Casualty insurance license.
• Minimum of two years experience in an insurance agency setting.
• Proficiency in Applied Epic or similar agency management systems.
• Strong comfort level with Microsoft Office Suite and digital documentation.
• Ability to explain complex coverage details in plain language.
• Strong organizational habits for managing multi-client workflows.