Customer Service Representative (Level 1)

Customer Service Representative (Level 1)

Westlake Village, CA
Full-Time | In-Office | Monday–Friday | 7:00 AM–4:00 PM PT | Starting Pay: $20 - $22/Hour + Performance-Based Raises Through Licensing

About This Role

The Customer Service Representative handles day-to-day client service — policy changes, payments, ID cards and certificates — accurately and promptly within our agency management system. It is a people-first role built on a foundation of strong systems and process work, with a clear path to licensing and higher pay.

What You'll Do

Client Service & Support

• Serve as the first point of contact for clients by phone and email with professionalism and responsiveness.

• Assist clients with policy changes, supporting renewals, endorsements, payments, ID cards, certificates, and general policy servicing.

• Respond to client inquiries with accuracy, empathy, and efficiency.

• Build positive relationships through exceptional customer service.

Technology & Systems Management

• Work primarily within our agency management system (CRM) and insurance carrier portals throughout the day.

• Learn new software platforms quickly and confidently.

• Accurately document all client interactions and policy activity.

• Maintain organized electronic records and follow established agency workflows.

• Ensure all servicing tasks are completed accurately and on time.

Team Collaboration

• Coordinate with producers and service team members across both office locations.

• Follow established procedures and internal service standards.

• Contribute to a collaborative, process-driven team environment.

Compensation & Career Growth

We believe professional development should be rewarded.

• Starting Pay: $20.00 per hour

• $22.00 per hour upon obtaining an active California Property & Casualty License (plus commission eligibility)

• $24.00 per hour upon obtaining both California Property & Casualty and Life & Health Licenses

The agency reimburses licensing exam costs upon successful completion.

This role offers a clear pathway for career advancement through licensing, increased responsibility, and continued professional growth.

What We're Looking For

Our #1 Priority: Technology & Systems Aptitude

The most successful candidates are those who naturally embrace technology and quickly become proficient with new software.

This is the single most important qualification for this position.

You should be someone who:

• Learns new software quickly with minimal supervision

• Is comfortable working primarily inside CRM systems and insurance carrier portals

• Enjoys structured processes and digital workflows

• Can accurately manage multiple systems while maintaining attention to detail

• Uses technology confidently to improve efficiency and client service

Required Qualifications

• High school diploma or GED

• Ability to obtain a California Property & Casualty Insurance License within 90 days of employment

• Willingness to complete a background check

• Ability to work full-time, in-office

• Availability Monday through Friday, 7:00 AM–4:00 PM Pacific Time

• Strong attention to detail and organizational skills

• Dependable with excellent follow-through

• Professional communication skills

• Genuine customer-first mindset

• Coachable attitude and willingness to learn

• Prior customer service experience

Preferred Qualifications

• Active California Property & Casualty License

• Experience in personal lines insurance or financial services

• 1–5 years of insurance, or administrative experience

• Experience using agency management systems such as NowCerts, Applied, EZLynx, HawkSoft, or similar CRM platforms

• Bilingual (English/Spanish)

Who Thrives Here?

Successful team members are:

• Highly comfortable with technology

• Organized and detail-oriented

• Process-driven

• Dependable

• Curious and quick learners

• Service-focused

• Professional communicators

• Comfortable working within structured systems

• Motivated to build a long-term insurance career

Work Environment

• Full-time

• In-office position

• Monday–Friday

• 7:00 AM–4:00 PM PT

• Collaborative team environment

• Technology-driven workflows

• Client-focused service role

Apply Today

If you're someone who naturally adapts to new technology, enjoys organized systems, and wants to build a long-term career in the insurance industry, we'd love to hear from you.

Join Archer Insurance Agency and become part of a team where technology, service, and professional growth go hand in hand.