Position: Customer Service Representative
Location: Williston, VT
Pay: $62,000/year
Type: Full-time; Direct Hire
Schedule: Monday - Friday, 8:00am to 5:00pm
We are seeking a friendly, organized, and customer-focused Customer Service Representative to join our insurance agency. This position serves as the first point of contact for clients, providing exceptional in-person, phone, and email support while assisting with policy servicing, administrative tasks, and day-to-day office operations. The ideal candidate enjoys helping others, thrives in a fast-paced environment, and is committed to delivering outstanding customer service.
Primary Duties and Responsibilities:
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Greet clients and visitors in a professional, welcoming manner.
- Answer incoming phone calls, emails, and office inquiries promptly and courteously.
- Assist clients with policy questions, billing inquiries, payments, and general insurance service requests.
- Process policy changes, endorsements, renewals, certificates of insurance, and other servicing requests accurately.
- Collect and verify client information to ensure policies remain current and accurate.
- Communicate professionally with insurance carriers to obtain information, process requests, and resolve client issues.
- Assist clients with claims reporting and provide updates throughout the claims process when needed.
- Schedule appointments and maintain calendars for agency staff.
- Perform general administrative duties, including scanning, filing, data entry, and maintaining client records.
- Support agency marketing efforts, community events, and customer outreach initiatives as assigned.
- Identify opportunities to introduce additional insurance products and refer clients to licensed agents for quotes and coverage reviews.
- Maintain confidentiality while following agency policies and quality standards.
Stay informed about insurance products, agency procedures, and industry updates.
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Other Responsibilities:
- Participate in training and continuing education as provided by the agency.
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Assist with special projects and other duties assigned by management.
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Maintain a professional appearance and contribute to a positive team environment.
Pursue ongoing personal and professional development.
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Qualifications and Skills:
- High school diploma or equivalent required.
- Previous customer service, receptionist, administrative, or insurance office experience preferred.
- Proficiency with Microsoft Office (Outlook, Word, Excel, and Teams). Strong communication and interpersonal skills.
- Excellent organizational skills with strong attention to detail.
- Ability to prioritize tasks and manage multiple responsibilities in a fast-paced office.
- Professional, dependable, and customer-focused attitude.
- Ability to work independently and collaboratively as part of a team.
- Strong problem-solving skills and a commitment to providing exceptional customer service.
Job Perks:
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401 (k) with a match
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Unlimited PTO
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Health, dental, & vision insurance
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Company will help you obtain a P&C license if you do not already have one
Greene Resources is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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