Insurance Customer Service Specialist

Job Description

Job Description

Benefits:

• License reimbursement
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

ABOUT OUR AGENCY
At the Abbie Davis Tanner Agency, we believe insurance is about more than policiesits about protecting people, building relationships, and making a positive impact in the communities we serve. Guided by our core values of integrity, service, compassion, and our "Be a Good Human" mindset, we are passionate about helping clients feel confident and supported through every stage of life.

Our team works with over 100 carriers and serves clients across 25+ states, giving team members the opportunity to provide personalized solutions while continuing to grow their knowledge and skills in a fast-paced, relationship-focused environment.

Our team members enjoy competitive benefits including health, dental, and vision insurance, a 401(k) with a 6% employer match, licensing reimbursement, bonus opportunities, and a culture that genuinely supports both personal and professional development.

If you're looking for a place where you can grow your career, feel supported by your team, and make a meaningful impact while helping others, we'd love to meet you.

POSITION OVERVIEW

We are seeking an experienced Insurance Customer Service Representative to join our growing team. This position is ideal for someone who enjoys building relationships, helping clients navigate their insurance needs, and providing exceptional service with every interaction.

As a key member of our agency, you'll assist clients by answering questions, processing policy changes, coordinating with insurance carriers, and ensuring each customer receives prompt, knowledgeable, and friendly service. If you're organized, detail-oriented, and thrive in a team-focused environment, we'd love to hear from you.

RESPONSIBILITIES

• Deliver exceptional customer service through phone, email, and in-person interactions.
• Assist clients with policy questions, endorsements, billing inquiries, and coverage changes.
• Process policy updates, renewals, and other service requests accurately and efficiently.
• Work with insurance carriers to resolve client concerns and ensure timely follow-up.
• Prepare insurance quotes when appropriate and explain coverage options to clients.
• Maintain accurate client records and documentation within the agency management system.
• Support producers and other team members with administrative and client service tasks.
• Build lasting relationships by providing proactive, professional, and compassionate service.

QUALIFICATIONS

• Previous Property & Casualty insurance experience strongly preferred.
• Active Property & Casualty license preferred (or willingness to obtain).
• Excellent customer service and communication skills.
• Strong organizational skills with exceptional attention to detail.
• Ability to multitask and prioritize in a fast-paced office environment.
• Comfortable learning new technology and agency management systems.
• Positive attitude, dependable work ethic, and commitment to providing an outstanding client experience.
• Team-oriented with a genuine passion for helping others.

BENEFITS

• Competitive salary based on experience
• Health, dental, and vision insurance
• 401(k) with 6% employer match
• Licensing reimbursement
• Performance bonus opportunities
• Paid time off
• Ongoing training and professional development
• Supportive, team-focused work environment