Job Description:
We are looking for a detail-oriented and reliable Client Service Representative I to join our team. This in-office role involves providing outstanding support to clients by answering questions, assisting with policy changes, and handling general service inquiries. The ideal candidate is comfortable using Microsoft Excel, adaptable to change, and thrives in a customer-focused, sales-driven environment.
Key Responsibilities:
- Respond to client inquiries via phone, email, and in person
- Process policy renewals, changes, and payments
- Use Microsoft Excel and other software tools to manage data and complete administrative tasks
- Communicate clearly and professionally with clients to address questions and concerns
- Ensure accuracy and compliance with company standards and deadlines
Qualifications:
- Basic proficiency in Microsoft Excel and Microsoft Outlook
- Excellent attention to detail and strong organizational skills
- Ability to work independently and as part of a team
- Strong time management and ability to meet deadlines
- Effective verbal and written communication skills
- Must be licensed or willing to obtain a Property & Casualty insurance license (we provide assistance with licensing)
- Previous office or insurance industry experience is a plus, but not required
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- On-the-job training
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
