Insurance Customer Service Representative

Join the Patterson Insurance Agency, a family-owned business founded in 1989 by Ed and Paulette Patterson. Our commitment to hands-on, personal service has been a cornerstone of our success. With our son, Tom, joining the business in 2004, we've created a family-oriented atmosphere that values responsiveness and maintains customer accounts on a long-term basis. Enjoy a workplace where a friendly culture, flexibility, and generous benefits contribute to a fulfilling career.

As an Insurance Customer Service Representative at Patterson Insurance Agency, you'll play a crucial role in delivering exceptional service to our valued clients. If you're seeking a family-friendly atmosphere, flexibility in work hours, and a commitment to great customer service without the pressure of sales targets, this position is an ideal fit.

Join our team at Patterson Insurance Agency for a fun workplace where there's no sales pressurejust a focus on delivering exceptional customer service. If you're passionate about client satisfaction and want to be part of a supportive and friendly team, apply today for our Insurance Customer Service Representative position.

Annual Base Salary Based on Experience

Paid Time Off (PTO)- 3 weeks

Annual Bonus

Monday - Thursday Schedule 8:30am-5 pm

Early Close on Fridays - 4:30pm

Holidays Off

Paid Holidays

401k Plan

Continuing Education Opportunities

Professional Work Environment

Evenings Off

Weekends Off

Hands on Training

Retirement Benefits

Paid Parking

Office Snacks and Coffee

Paid Sick Leave

Health Insurance

Disability Insurance

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Follow-up with current clients to address their needs and concerns to ensure retention standards.
• Presents and explains insurance policy options based on client needs and personal goals.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
• Issue Insurance Documentation (COI, ID cards, etc.)
• Assist clients in navigating their insurance policies and answering any questions they may have.
• Shop renewals based on client updates and plans and current market conditions.

• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service.
• Candidate must have basic computer software knowledge. This includes being proficient in Microsoft Office Suite. Agency Management System (AMS) is a BONUS.
• Ambitious self-starter who can work in a collaborative environment.
• Communicate effectively through written and verbal means, both with clients and team members, to provide clear, concise, and informative responses.
• Demonstrate strong typing skills, efficiently entering and processing data to meet deadlines and client needs.
• Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.