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.
Salary Range: $30000.00 - $45000.00 per year
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
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