Job description:About Our AgencyWe are a growing insurance agency committed to providing exceptional service and trusted guidance to our clients. Our team values professionalism, accuracy, and genuine care for our customers. We are looking for a Customer Service Representative who enjoys helping others and thrives in a fast-paced, client-focused environment.Position OverviewThe Customer Service Representative will support our clients by handling inbound calls, policy changes, billing questions, and general account support. This role is critical to maintaining strong client relationships and ensuring a positive customer experience.Responsibilities
- Answer inbound calls, emails, and messages from policyholders
- Assist customers with policy changes, coverage questions, and basic insurance education
- Process endorsements, billing inquiries, and payments
- Handle certificates of insurance, ID cards, and documentation requests
- Accurately update client information in the agency management system
- Follow agency procedures and compliance guidelines
- Identify opportunities to retain clients and support cross-selling when appropriate
- Provide professional, friendly, and timely service at all times
Qualifications
- Previous customer service experience (insurance experience preferred but not required)
- Active insurance license or willingness to obtain one (Sign on bonus if licensed)
- Strong communication and problem-solving skills
- Detail-oriented with strong organizational skills
- Comfortable using computers, phone systems, and CRM
- Dependable, punctual, and professional
- Ability to handle sensitive information with confidentiality
What We Offer
- Competitive pay with potential bonuses
- Paid training and licensing assistance
- Supportive team environment
- Opportunities for growth within the agency
- Stable schedule and work-life balance
Job Type: Full-time
Work Location: In person
