Customer Service Representative
PathWise Insurance Agency, INC
Job Description
Job Description
Who We Are
Pathwise Insurance Agency is a growing independent agency in Fresno built on four pillars: Integrity First, Growth-Minded, Community-Driven, Legacy-Focused. We protect families across the Central Valley with home, auto, umbrella, and life insurance from 30+ carriers — and we're building something that lasts. That starts with the team.
The Role
You'll be the heartbeat of our office — the first voice clients hear and the person who makes sure every policy, document, and follow-up is handled right. You'll manage our agency systems, support our clients with care, and keep our service standards sharp.
And here's what makes this role different: once you're licensed, there are opportunities to earn commission on your own sales. We'll support you through licensing, and as you grow, your income grows with you. This seat is a genuine career path — not a dead-end desk job.
Responsibilities
Serve as the first point of contact for client calls, emails, and walk-ins — friendly, professional, and solutions-first
Manage our agency management system (HawkSoft): client files, policy documents, declarations pages, and activity notes
Monitor daily carrier downloads (IVANS) and the agency service inbox
Process endorsements, payment issues, and policy changes with carriers
Issue Evidence of Insurance and handle lender and mortgagee requests
Run our client care workflow: onboarding emails, thank-you calls, Google review requests, and renewal follow-ups
Keep documentation clean and complete on every interaction — if it's not in the system, it didn't happen
Support the team with scheduling, office logistics, and new-agent onboarding coordination
Once licensed: quote and write coverage for the clients you serve, earning commission on your own sales
Terms may change at any time, and if so, will be discussed prior to any changes as we grow the agency and rules change within the insurance agency.
Requirements
Here's the Requirements field, ready to paste into IdealTraits:
1–2+ years of insurance agency or strong customer service experience (personal lines a plus)
Active California Property & Casualty license preferred — or willingness to obtain within 90 days (we'll support you and provide training; commission opportunities on your own sales once licensed)
Organized, detail-oriented, and reliable — you follow through without being chased
Warm and professional on the phone; clear in writing
Experience with HawkSoft or any agency management system a plus; comfort learning new software a must
Bilingual English/Spanish a strong plus
Able to work part/full-time in our Fresno office
Benefits
- Mon-Fri Schedule
- Career Growth Opportunities
- Paid Time Off (PTO)
- Flexible Schedule
- Hands on Training
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