About Our Office
We are a busy, client-focused insurance and financial services office proudly serving the Lakes Area community. Our mission is to provide clear guidance, dependable service, and smart insurance and financial solutions to individuals, families, and businesses. We work at a fast pace, support one another, and take pride in delivering an exceptional experience for every client we serve.
As our office continues to grow, we are seeking a friendly, dependable, and detail-oriented Customer Care Representative to support our clients and keep daily operations running efficiently.
Position Overview
The Customer Care Representative plays a vital role in our office by serving as a primary point of contact for clients, providing outstanding service, and supporting our insurance and financial professionals. This role is ideal for someone who enjoys helping people, multitasking, and working in a collaborative, professional environment. Salary and Compensation Package DOE. Selected Applicants will be contacted within two weeks from application date for interview scheduling.
Key Responsibilities
- Welcome clients in person and over the phone with a warm, professional attitude
- Operate a multi-line phone system and direct calls accurately and efficiently
- Assist clients with billing questions, policy inquiries, account updates, and basic service needs
- Schedule appointments, manage calendars, and handle follow-up tasks
- Process applications, policy changes, payments, and client documentation
- Maintain accurate client records in agency and financial management systems
- Prepare correspondence and internal communications
- Support marketing and client outreach efforts, including email campaigns and social media posts
- Perform general office duties such as scanning, filing, document management, and office supply coordination
Qualifications
- Property Casualty License will need to be obtained within 90 days of start date, training and licensing costs provided by Employer.
- Previous customer service or office experience (insurance or financial services experience a plus, but not required)
- Strong communication skills, both verbal and written
- Excellent organizational skills with the ability to prioritize multiple tasks
- High attention to detail and accuracy
- Comfortable learning new software and digital tools
- Ability to adapt in a fast-paced and changing environment
- Professional, positive, and team-oriented mindset
- Ability to handle confidential and sensitive client information responsibly
- Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Benefits
- Paid Time Off
- Retirement Plan
- Paid Holidays
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Language:
Work Location: In person
