Customer Service Representative

Job Description

Job Description

About This Role:

We're a small, locally owned insurance agency looking for a friendly, detail-oriented Customer Service Representative to join our team. You'll be the first point of contact for our clients — answering questions, processing policy changes, and helping people feel confident about their coverage. If you enjoy problem-solving, multitasking, and building real relationships with the people you serve, we'd love to hear from you.

Why Join Us:

• Small-team environment where your work is seen and valued — you're not a number here

• Hands-on training and support toward licensing and professional development

• Direct, approachable leadership — you'll work closely with agency owners/producers, not layers of management

Responsibilities

• Respond to client calls, emails, and walk-ins regarding policy questions, billing, and coverage changes

• Process policy endorsements, new business applications, and renewals with accuracy and attention to detail

• Take and process payments, and help clients understand their billing statements

• Explain coverage options and exclusions clearly, in plain language

• Document all client interactions in our agency management system

• Take first notice of loss on claims and route them to the appropriate carrier

• Proactively identify opportunities to round out client accounts with additional coverage

• Request and track expiration dates for prospective business

• Handle day-to-day office tasks — scheduling, correspondence, and light administrative support

• Other duties as needed — in a small agency, we all pitch in where it's needed

Requirements

• Strong communication skills, both written and verbal

• Comfortable multitasking in a fast-paced environment

• A calm, patient approach to handling frustrated or difficult clients

• Sound judgment and the ability to think through problems independently

• Reliable, punctual, and enjoy helping people

• Comfortable with everyday office technology — email, Microsoft Office, and the ability to learn our agency management software

• Respect for client confidentiality and sensitive information

• Active Property & Casualty insurance license (must obtain license within 90 days of hire — we'll support you through licensing)

• Prior experience in insurance, customer service, or a related client-facing role

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Retirement Plan
• Career Growth Opportunities
• Hands on Training
• Paid Sick Leave