Customer Service Representative

Job Description

Job Description

Benefits/Perks

• Negotiable
• On-the-job training & development
• Paid time off (accrued)

Job Description
Established property and casualty insurance agency is seeking experienced agency personnel for customer service roles in personal lines and commercial lines departments. Candidates must be positive, organized, and team players. You will work alongside a dynamic licensed sales staff of professionals who share a desire to succeed and grow. This full-time position focuses primarily on delivering excellent customer service and building lasting relationships with our clients , with opportunities to assist in sales support as you gain experience. We are looking for committed individuals to join our team as our agency continues to grow.

Core Responsibilities:

• Provide excellent customer service in-office and over the phone, helping customers understand and navigate their policies and insurance needs.
• Support file keeping and assist in day-to-day office processes that optimize the agency’s effectiveness.
• Manage inbound calls and route them as needed.
• Assist with follow-up client communications and keep accurate records on provided platforms.
• Provide administrative support to licensed sales staff, with potential opportunities to contribute to cross-sales and lead development.

Requirements:

• Excellent communication and interpersonal skills.
• Confident, self-starter who works well independently.
• Strong organizational skills and ability to multi-task.
• Comfortable using technology and learning new platforms.
• Professional experience in customer service (insurance or office environment preferred).
• Technical Proficiency: Experience with agency management software and standard office programs is typically required.
• Organization: A high level of organization is needed to manage multiple client accounts, policies, and tasks simultaneously.
• Detail-Oriented: Meticulous attention to detail is crucial for ensuring policy accuracy and proper documentation.
• Problem-Solving: The ability to analyze situations, solve problems, and find solutions for clients is a key component of the role.
• Insurance knowledge : A strong understanding of insurance products, coverage, and risk management is necessary.

Experience:

• Professional customer service in the Industry: 1 year (Required)