Insurance Customer Service Representative

Our Customer Service Representatives work directly with every new client that signs with the agency. They will ensure that our clients are well informed about our products, made aware of the referral process, and given a smooth onboarding experience.

They will also be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintaining knowledge of our products, and answering any questions our clients may have.

If you want to be a part of a winning and competitive culture, then this may be the career for you!

Annual Base Salary Based on Experience

Mon-Fri Schedule

Evenings Off

Hands on Training

Career Growth Opportunities

• Process customer policy change requests.
• Complete Evidence of Insurance requests.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating, and compliance requirements.
• Provide exceptional customer service.

• A Property & Casualty license is preferred but will train the right person.
• previous office experience is required.
• Possess a genuine willingness to learn, be intuitive and resourceful, and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency in multi-task, follow-thru, and follow-up.
• Professional phone etiquette.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.