Customer Service Representative

About This Role:

We're a small, locally owned insurance agency looking for a friendly, detail-oriented Customer Service Representative to join our team. You'll be the first point of contact for our clients answering questions, processing policy changes, and helping people feel confident about their coverage. If you enjoy problem-solving, multitasking, and building real relationships with the people you serve, we'd love to hear from you.

Why Join Us:

Small-team environment where your work is seen and valued you're not a number here

Hands-on training and support toward licensing and professional development

Direct, approachable leadership you'll work closely with agency owners/producers, not layers of management

Salary Range: $45000.00 - $50000.00 per year

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Hands on Training

Paid Sick Leave

Responsibilities

Respond to client calls, emails, and walk-ins regarding policy questions, billing, and coverage changes

Process policy endorsements, new business applications, and renewals with accuracy and attention to detail

Take and process payments, and help clients understand their billing statements

Explain coverage options and exclusions clearly, in plain language

Document all client interactions in our agency management system

Take first notice of loss on claims and route them to the appropriate carrier

Proactively identify opportunities to round out client accounts with additional coverage

Request and track expiration dates for prospective business

Handle day-to-day office tasks scheduling, correspondence, and light administrative support

Other duties as needed in a small agency, we all pitch in where it's needed

Strong communication skills, both written and verbal

Comfortable multitasking in a fast-paced environment

A calm, patient approach to handling frustrated or difficult clients

Sound judgment and the ability to think through problems independently

Reliable, punctual, and enjoy helping people

Comfortable with everyday office technology email, Microsoft Office, and the ability to learn our agency management software

Respect for client confidentiality and sensitive information

Active Property & Casualty insurance license (must obtain license within 90 days of hire we'll support you through licensing)

Prior experience in insurance, customer service, or a related client-facing role