Insurance Customer Service Representative

Insurance Customer Service Representative Job Description Template

Our company is looking for a Insurance Customer Service Representative to join our team.


  • Receives and resolves member/customer complaints and seeks assistance from management in complaint resolution as necessary;
  • Responds to customer inquiries and refers to agent when appropriate;
  • Participates in office events developed to generate revenue, improve member awareness of products and support local community activities;
  • Provides a high level of administrative support to Travel and Insurance Agents during peak periods;
  • Participates in a team environment to promote customer satisfaction and consistent service following the customer service model.


  • Insurance and travel terminology;
  • Work irregular hours including holidays and weekends (may include community events);
  • Underwriting procedures;
  • Work under pressure in a high volume, fast paced customer service environment;
  • Maintain appropriate State Property & Casualty license;
  • General insurance and/or travel regulations;
  • Communicate effectively (verbal and written) with others in a work environment;
  • Perform mathematical calculations to accurately perform monetary transactions;
  • Travel Systems (e.g. Focal Point, View point, ITT, AXIS, etc.) and/or Insurance Systems (e.g. PPS, POS, IMS, IPM) and/or membership systems;
  • Works effectively in a team environment;
  • Sales regulatory and compliance guidelines;
  • Minimum of 3 years of experience in sales or service in an Insurance Brokerage. (An insurance agency that represents multiple companies.);
  • Office manager in the insurance industry a Big Plus;
  • Auto Club Group Preferred Vendors requirements;
  • Auto Club Group service standards.