Customer Service Representative

This is an operations and service support role focused on handling day-to-day policy servicing tasks, that takes ownership, moves with urgency, and genuinely cares about protecting clients and growing relationships.

We are looking for a mindset that doesn't just service policies, rather looks to partner with business owners, solve problems, and build long-term trust. If you are someone who thrives in a fast-paced environment, takes pride in your work, and wants to be part of a high-performing, growth-focused team, keep reading.

Salary Range: $36000.00 - $48000.00 per year

Annual Base Salary + Bonus Opportunities

Flexible Schedule

Health Insurance

Life Insurance

Disability Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Work from Home

Paid Time Off (PTO)

Responsibilities

Core Responsibilities

• Process policy changes including endorsements, cancellations, and reinstatements
• Issue certificates of insurance (COIs) accurately and in a timely manner
• Respond to client inquiries related to billing, coverage, and policy servicing
• Support the renewal process by gathering exposure data, applications, and loss runs
• Assist with claims inquiries and provide support in communicating with carriers
• Maintain accurate and up-to-date policy documentation in the agency management system
• Communicate with insurance carriers to complete servicing tasks and follow up on requests

Ensure compliance with internal workflows, procedures, and timelines

Provide administrative and service support to Account Managers/Executives

Qualifications & Skills

• 13+ years of commercial insurance customer service experience
• Active Property & Casualty (P&C) license
• Basic understanding of commercial insurance coverages and terminology
• Experience with agency management systems
• Strong written and verbal communication skills
• Excellent organizational skills and attention to detail
• Ability to prioritize tasks, meet deadlines, and manage multiple requests simultaneously
• Proficiency in Microsoft Office (Outlook, Excel, Word)