Customer Service Representative

Job Description

Job Description

We are seeking a friendly, detail-oriented, and proactive Customer Service Representative to join our growing insurance agency. In this role, you will be the first point of contact for many of our clients, helping ensure they feel supported, informed, and valued. If you enjoy helping people, solving problems, and working in a fast-paced office environment, this could be a great fit.

This is an excellent opportunity for someone who enjoys customer interaction and wants a stable career path with growth potential in the insurance and financial services industry.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Career Growth Opportunities

Hands on Training

Mon-Fri Schedule

Licensing Assistance

Responsibilities

Assist clients with policy questions, billing inquiries, and coverage changes

Process endorsements, renewals, and policy updates accurately and efficiently

Answer incoming calls, emails, and walk-in requests with professionalism and care

Follow up with clients regarding missing information, documentation, or signatures

Support the sales team by preparing quotes, applications, and client files

Maintain accurate client records in the agency management system

Help identify cross-sell and upsell opportunities and refer them to licensed agents

Handle claims inquiries and guide clients through the next steps in the claims process

Ensure all work meets company and compliance standards

Requirements

Strong customer service and communication skills

Ability to stay organized and manage multiple tasks at once

Comfortable using computer systems and learning new software

Positive, team-oriented attitude

Problem-solving mindset and attention to detail

Previous customer service, office, or call center experience preferred