Insurance Customer Service Representative

About Us:

At Paul Clegg Agency, we are a top Farmers' agency located in the beautiful Yorktown, Virginia area. As York County Small Business of the Year, we pride ourselves on our hard work and dedication to providing exceptional service to our clients. We are currently in a period of growth and are looking for talented individuals to join our team.

We value honesty and flexibility in our work, understanding that work-life balance is important. As a parent himself, our founder knows firsthand the challenges that can come with balancing work and family life.

If you're looking for a dynamic and thriving work environment where you can make a real impact on people's lives, then Paul Clegg Agency may be the right fit for you. Join us as we continue to grow and provide outstanding service to our community.

Job Description:

We're committed to providing our clients with outstanding customer service and support. We're seeking a friendly and reliable Insurance Customer Service Representative to join our team. As an Insurance Customer Service Representative, you will be responsible for managing client accounts, answering questions, and providing personalized insurance solutions. You must be able to multi-task and work well in a team environment. The ideal candidate will have excellent communication skills, a positive attitude, and a strong desire to help others.

No previous insurance experience? No problem!

If you possess excellent customer service skills and are enthusiastic about learning and mastering new things, we strongly encourage you to apply for this entry-level opportunity. Your previous experience in another industry would be a definite plus. Our on-the-job training will help launch you into a successful career in the insurance industry. Entry-level applicants can expect a base salary of $27,000 with commission and bonuses. In addition, we offer a Monday thru Friday schedule, PTO, and much more!

Are you an experienced insurance customer service representative? Awesome!

If you are an experienced insurance customer service representative looking for a new opportunity, this is the place for you. You must have an active Property and Casualty License and experience in the insurance industry. Experienced applicants can expect a base salary of $36,000 per year with commission and bonuses. In addition, we offer a Monday thru Friday schedule, PTO, and much more!

If you're looking for a rewarding career with a supportive team and opportunities for growth and development, we encourage you to apply for this exciting position.

Annual Base Salary + Commission + Bonus Opportunities

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Hands on Training

• Enhance customer and business relationships by establishing loyalty and trust.
• Ask specific questions that will provide the most relevant information to ensure you are providing correct solutions.
• Create online insurance quotes tailored to the individual needs of the client.
• Issue insurance documentation (COI, ID cards, etc.).
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make policy changes.
• Resolve conflicts with customers over policy and billing issues.
• Assist team members with challenging service calls and policy inquiries.
• Compile necessary information before written correspondence.
• Handle special projects and perform other duties as assigned.

• Virginia Property and Casualty License required
• 1+ years of demonstrated success in the customer service industry. Insurance experience is a BONUS!
• 1+ years of office environment experience while handling customers on the phone or in person.
• Knowledge of basic computer software.
• Experience typing, data entry, and using a multiline phone system
• Ability to tactfully handle stressful and difficult situations.
• Ability to multitask, prioritize, and problem-solve with attention to detail, accuracy, and speed.
• Demonstrate professionalism over the phone, electronically, or in person to create a positive work environment and ensure effective communication.