Customer Service Representative -- Insurance Services - Hybrid

Job Description

Job Description

Location: Greater Grand Rapids Area – Hybrid (U.S.) | Full-Time | Competitive Compensation + Benefits | Insurance Training Provided

About TechServe Alliance

TechServe Alliance is the national trade association representing the IT and engineering staffing and solutions industry — a $40B+ sector central to the U.S. technology workforce. Our Insurance Services operation is a specialized subsidiary that provides property & casualty insurance solutions exclusively to staffing and technology solutions companies nationwide.

We are not a typical insurance agency. Our clients — company owners, CFOs, and operations leaders — are engaged, sophisticated, and in regular contact with our team. We don’t see clients once a year at renewal and disappear; we build ongoing relationships that keep our clients protected and informed throughout the year. That cadence demands a different kind of team member.

The Opportunity

We are looking for a Customer Service Representative to join our team — someone with a background in high-touch client service who is ready to build a career in insurance. No prior insurance experience is required. We will provide full training, and we will support your pre-licensing education and exam costs as you earn your Property & Casualty license.

This is an entry point into a specialized, growing agency with genuine advancement potential. If you have a service-first mindset, thrive in a fast-paced environment, and want to do meaningful work with clients who value your attention, this is your opportunity.

What You Will Do

CLIENT SERVICE & COMMUNICATION

Serve as a responsive, professional point of contact for a dedicated client base of staffing and technology companies

Handle inbound client inquiries via phone and email with urgency, accuracy, and warmth

Proactively reach out to clients on coverage updates, document requests, and policy milestones — not just at renewal

Support Account Managers in preparing client-facing materials, renewal packages, and coverage summaries

ACCOUNT COORDINATION

Maintain accurate client records, policy documentation, and activity logs in our agency management system (AMS360 — training provided)

Process certificates of insurance, endorsements, and other routine policy transactions with attention to detail

Track open items and follow-up tasks to ensure nothing falls through the cracks for your clients

Coordinate with carriers, underwriters, and internal team members to resolve service issues efficiently

TEAM & OPERATIONS SUPPORT

Participate in regular team standups and contribute to a collaborative, fast-moving service operation

Identify process gaps or recurring client questions that can be addressed proactively

Grow into expanded account management responsibilities as you gain experience and licensure

Travel occasionally for team meetings — including for initial onboarding and training

What We are Looking For

REQUIRED

2+ years of customer service experience in a professional, high-touch environment

Demonstrated ability to manage multiple priorities and client relationships simultaneously

Strong written and verbal communication skills — you write clearly, speak confidently, and follow up consistently

Experience with CRM or client management software; comfort learning new platforms quickly

A service ethic that goes beyond transaction processing — you notice what clients need before they ask

A PLUS (NOT REQUIRED)

Experience in staffing, PEO, ASO, benefits administration, financial services, professional services, or any industry serving business clients

Familiarity with insurance terminology or exposure to agency operations

Experience managing a client portfolio or serving as a named point of contact for accounts

Compensation & Benefits

Base Salary Competitive, commensurate with experience

Performance Bonus Annual incentive tied to retention and team growth metrics

Health Benefits Medical, dental, vision, Life, LTD coverage

Retirement 401(k) with employer contribution

PTO Generous paid time off policy

Remote Work / Hybrid

Licensing Support Pre-licensing education and exam fees covered by company

Why This Role Is Different

• You will be joining a niche operation with a clear identity — not a generalist agency where you’re one of hundreds
• Our clients are engaged and expect real relationships; your work will be noticed and appreciated
• We invest in our team — your licensing costs are covered, and your career trajectory here is real
• Direct access to senior leadership and a lean team where strong performers advance
• Association affiliation gives you industry exposure and a professional network unavailable at traditional agencies

How to Apply

Interested candidates should submit a resume and a brief note describing their customer service background and what draws them to this opportunity. We are not looking for insurance experience — we are looking for the right person.

Apply via LinkedIn or send materials to: View email address on ziprecruiter.com

Learn more about TechServe Alliance: