Benefits:

• Flexible schedule
• Paid time off
• Bonus based on performance

 Turn Great Customer Service Into a Rewarding Career!

Are you a people person who loves helping others, solving problems, and building relationships? Are you looking for a position where your hard work is recognized and you have the opportunity to grow?


We want to meet you!


We’re looking for an energetic, dependable, and customer-focused professional to join our growing insurance agency as a Customer Service & Insurance Sales Representative.


In this role, you’ll be an important part of the customer experience—helping customers with their insurance needs, answering questions, solving problems, and making sure they feel confident about their coverage.


But this role goes beyond customer service.


You’ll also have the opportunity—and responsibility—to identify additional insurance needs, recommend appropriate products, generate referrals, and contribute to the agency’s sales, retention, and growth goals.


If you’re motivated, enjoy talking with people, and want a career where you can develop your skills and grow professionally, this could be a great opportunity for you.


What You’ll Do


Create an exceptional customer experience by providing friendly, professional, and personalized service.


Assist customers with policy changes, billing questions, coverage updates, account maintenance, and general insurance questions.


Help customers navigate the claims process, including claim reporting, updates, and follow-up.


Build strong relationships with existing customers through proactive communication, follow-up, and policy reviews.


Look beyond the immediate request to identify opportunities where customers may need additional insurance protection.


Educate customers about available insurance products and coverage options based on their individual needs.


Cross-sell and multi-line existing customers when appropriate to help provide more complete protection.


Generate referrals and identify opportunities to bring new business into the agency.


Work toward established individual and team sales, retention, and performance goals.


Follow up with prospects and customers by phone, text, and email.


Maintain accurate customer records and properly document conversations, policy activity, and follow-up tasks.


Work closely with your teammates to achieve agency goals while maintaining a positive and professional environment.


Who We’re Looking For


You may be a great fit if you are:


Friendly, professional, and comfortable talking with different types of people.


Naturally curious and willing to ask questions to better understand a customer’s needs.


Motivated by goals and comfortable working in a performance-driven environment.


Confident making recommendations and asking customers for the business.


Organized, dependable, and able to manage multiple priorities.


Comfortable making outbound calls and following up with customers and prospects.


A team player who is also capable of taking ownership of individual responsibilities.


Coachable and willing to learn new sales, service, and insurance skills.


Interested in building a long-term career, not simply finding another job.


Customer service experience is preferred.


Sales experience is a plus, but we’re willing to train the right person with the right attitude and work ethic.


Insurance experience is helpful but not required.


What Success Looks Like


Success in this position means more than answering the phone and completing customer requests.


Our strongest team members:


Take ownership of the customer experience.


Follow through on commitments.


Build genuine relationships with customers.


Look for opportunities to solve additional insurance needs.


Ask for referrals and new business.


Consistently work toward their sales and retention goals.


Support their teammates and contribute to the overall success of the agency.


️ Why You’ll Love Working With Us


Competitive Base Pay + Commission & Performance Bonus Opportunities


Sales & Service Incentives — Your hard work and results are recognized.


Paid Time Off


Flexible Scheduling


Training & Development — Receive coaching, insurance training, licensing support when applicable, and ongoing professional development.


Career Growth Opportunities — High-performing team members may have opportunities to advance into sales, leadership, and agency operations.


Supportive Team Environment — Work with a team focused on helping one another succeed.


Goal-Oriented Culture — Know what you’re working toward and have opportunities to be rewarded for strong performance.


️ Meaningful Work — Help individuals and families understand their insurance and protect the things that matter most to them.


Ready for Your Next Opportunity?


If you love helping people but also enjoy setting goals, building relationships, creating opportunities, and achieving results, we’d love to hear from you.


We’re looking for someone who wants to learn, grow, contribute, and become an important part of our agency.


Apply today and turn your customer service skills into a rewarding career with opportunities to grow!