Insurance Customer Service Representative

Job Description

Job Description

Benefits:

• 401(k)
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

We are seeking a professional and personable Customer Service Representative to join our 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 is detail-oriented, friendly, and familiar with insurance products.

Benefits/Perks

• Competitive compensation and comprehensive benefits, including health, dental, vision insurance and 401k
• Paid time off and a rotational weekend schedule
• On-the-job training with opportunities for growth and advancement
• Supportive, team-focused work environment

Responsibilities

• Handle customer inquiries via phone, email and in person with professionalism and care.
• Identify opportunities to upsell or cross-sell additional products.
• Proactively assist customers to prevent cancellations and retain their business.
• Resolve issues efficiently, ensuring satisfaction and loyalty.
• Provide accurate information on insurance products, policies, and services.
• Document customer interactions and follow up to ensure resolution.
• Collaborate with internal teams to solve complex issues and deliver seamless service.

Qualifications

• 1+ year of phone-based customer service experience
• Strong communication, problem-solving, and multitasking skills
• Positive attitude with a collaborative, team-oriented mindset
• Genuine commitment to delivering exceptional customer experiences and building lasting relationships
• Background in an insurance environment preferred
• Property & Casualty license, or willingness to obtain one within the first 4 months of employment