Property Casualty Licensed Customer Service Representative

Job Description

Job Description

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry 
• 401(k)
• Health Benefits

Job Description
We are a fast-growing company seeking a personal lines licensed insurance professional and personable Customer Service Representative to round out our wonderful team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate has a great attitude, with 2-3 years of experience working for an insurance broker, is detail-oriented, friendly, and familiar with insurance carriers including but not limited to Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others. Must have a California or Arizona Property & Casualty insurance license. This is an in-office position so, must be local to Murrieta, Menifee, Temecula and surrounding areas. We are licensed in 11 states with offices in 3 states and growing. Hours Monday to Friday 8 am to 5pm. 

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new endorsement quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review policy coverages and/or underwriting guidelines
• Collaborate with colleagues to provide comprehensive customer service

Qualifications

• Knowledge of insurance carriers (Mercury, Liberty Mutual, Travelers, CA Fair Plan, Aegis, Bamboo and many others)
• Active California or Arizona Property & Casualty Insurance License
• High school diploma/GED required,
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications