Shelter Insurance – Elkhart, IN
Overview
Join our growing Shelter Insurance agency in Elkhart as a Customer Service Representative (English/Spanish).
This is more than a typical customer service position. You'll be one of the first people our customers interact with and will play an important role in helping individuals, families, and local businesses understand and manage their insurance.
We're looking for someone who genuinely enjoys helping people, communicates well, takes pride in their work, and wants the opportunity to grow.
You'll work directly with the Agency Owner in a local, relationship-focused environment where your ideas, effort, and performance matter.
For the right person, this position can become much more than a CSR role. As the agency grows, there will be an opportunity to take on additional responsibility and potentially work toward becoming an affiliate of the agency. This is an opportunity for someone who wants to build a career in insurance and potentially have an ownership-level role in the future.
Responsibilities
- Serve as a friendly and professional first point of contact for customers by phone, email, and in person.
- Provide customer service in both English and Spanish if applicable.
- Answer questions regarding policies, billing, coverage, and general insurance needs.
- Assist customers with policy changes, payments, documents, claims-related questions, and other service needs.
- Maintain accurate customer records and complete data entry using agency systems and Microsoft Office.
- Make outbound calls to follow up with customers, schedule appointments, request information, and identify opportunities to help customers with additional insurance needs.
- Build strong relationships with customers and provide an experience that makes them want to continue doing business with our agency.
- Listen to customers and identify opportunities where additional coverage may benefit them, including home, auto, life, business, rental property, and other insurance products.
- Assist with quoting and sales activities as your knowledge and experience grow.
- Follow up with prospects and existing customers in a professional and organized manner.
- Support agency marketing, community events, and local relationship-building efforts.
- Work closely with the Agency Owner to help grow the agency and improve the customer experience.
- Maintain professionalism, confidentiality, and attention to detail at all times.
Qualifications
- Fluent in English and Spanish preferred — strong verbal and written communication skills in both languages.
- Excellent customer service and communication skills.
- Comfortable talking with people on the phone and in person.
- Strong organizational skills and attention to detail.
- Ability to multitask and prioritize in a busy office environment.
- Comfortable using computers, email, Microsoft Office, and learning new software.
- Previous insurance, customer service, sales, banking, or office experience is a plus but not required.
- Previous call center or outbound calling experience is helpful but not required.
- Must be willing to learn the insurance industry and obtain required licensing as the role develops.
- Most importantly, we're looking for someone who is dependable, motivated, coachable, and genuinely enjoys helping people.
The Opportunity to Grow
I want to be upfront about what I'm building. I'm not looking to hire someone just to answer phones and process paperwork. I'm looking for someone who wants to learn the insurance business, grow with the agency, and eventually take on more responsibility. As the agency grows, the right person will have the opportunity to develop into a larger leadership role and potentially become an affiliate of the agency. That opportunity isn't automatic. It will be based on performance, leadership, customer relationships, reliability, and your desire to help build the agency. If you're looking for a position where you can learn, grow, and potentially build something of your own over time, this could be a great fit.
Why Join Us?
- Work directly with the Agency Owner.
- Learn the insurance business from the ground up.
- Develop customer service, sales, and business skills.
- Work with a diverse customer base throughout the Elkhart community.
- Be part of a growing local agency.
- Opportunity for increased responsibility and career advancement.
- Potential path toward an affiliate/ownership-level opportunity.
- Supportive environment focused on training and development.
- Your work directly contributes to the growth and success of the agency.
Who We're Looking For
We're looking for someone who walks through the door and thinks: "I want to build something." You don't need to know everything about insurance. You don't need years of sales experience. I can teach you insurance. What I can't teach is someone who genuinely cares about people, takes ownership of their work, shows up consistently, and wants to get better every day.
Pay: $18,000.00 - $75,000.00 per year
Benefits:
- On-the-job training
- Professional development assistance
Work Location: In person
