Customer Service and Sales Agent

Job Description

Job Description

Join a team that cares about our customers and you! Soutsakhone & Oudom Insurance Agency in PUYALLUP, Washington, is looking for an experienced and committed individual to join our team as a Full-Time Customer Service Agent. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Flexible Schedule

Hands on Training

Process and manage policy change requests with accuracy and efficiency, ensuring all client updates are handled promptly in compliance with underwriting and carrier guidelines.

Complete Evidence of Insurance (EOI) requests and documentation with precision, maintaining timely and professional communication with clients, mortgagees, and other third parties.

Demonstrate a thorough understanding of underwriting, rating methodologies, and compliance regulations, ensuring all activities align with company policies and state/federal insurance laws.

Deliver exceptional customer service and support, building strong client relationships through attentive listening, clear communication, and a proactive approach to meeting insurance needs.

Conduct regular follow-ups with clients to ensure satisfaction, address inquiries, resolve issues, and identify additional insurance needs that may lead to cross-selling or up-selling opportunities.

Serve as a trusted advisor, educating clients on available products, coverage options, and risk management strategies tailored to their personal or commercial needs.

Collaborate with internal teams and insurance carriers to streamline processes, troubleshoot policy issues, and provide seamless customer experiences from quote to claim.

Eager to Learn and Grow: Demonstrates a genuine willingness to develop professionally, with an intuitive, resourceful mindset and a coachable attitude that welcomes feedback and guidance.

Positive and Energetic Attitude: Approaches each day with enthusiasm, optimism, and a can-do spirit, creating a motivating and supportive environment for both clients and team members.

Highly Self-Motivated: A proactive self-starter with a strong sense of urgency and the ability to take initiative without constant direction.

Excellent Communication Skills: Strong interpersonal abilities with clear, professional verbal and written communication; able to build rapport quickly and convey information effectively.

Professional Phone Etiquette: Comfortable handling both inbound and outbound calls with courtesy, clarity, and professionalism, maintaining the highest standards in every interaction.

Customer-Focused Mindset: Committed to delivering exceptional service by understanding client needs, offering personalized solutions, and ensuring a positive experience at every touchpoint.

Effective Problem-Solving Abilities: Able to assess situations quickly, identify potential solutions, and take appropriate action to resolve client concerns confidently and efficiently.

Open to Entry-Level Candidates: No prior insurance experience required, only a strong desire to learn and grow within a supportive, fast-paced environment.