Customer Service Representative - Insurance

Job Title: Customer Service Representative – Ethical, Detail-Oriented Problem Solver Wanted

Job Description:
Are you a dependable, detail-oriented professional who thrives on solving problems and helping people? We’re seeking a Customer Service Representative who delivers top-tier service with integrity and precision. In this role, you'll be the voice of our agency—supporting clients with policy questions, processing changes, and making sure every detail is handled with care and accuracy.

If you're passionate about helping others, take pride in doing things the right way, and have a talent for staying calm under pressure, this is the role for you.

Key Responsibilities:

Client Support: Serve as the first point of contact for client inquiries, providing clear, courteous, and accurate information regarding policies, coverage, billing, and more.

Problem Solving: Listen actively to client concerns, identify the root issue, and offer timely, practical solutions that protect both the client and the business.

Policy Servicing: Assist with processing policy changes, endorsements, renewals, and documentation—ensuring every detail is accurate and compliant.

Follow-Through: Track open items, follow up consistently, and make sure no client request falls through the cracks.

Client Education: Help clients understand their coverage and make informed decisions, always with patience and professionalism.

Team Collaboration: Work closely with producers and other team members to ensure seamless service and client satisfaction.

Who You Are:

A Problem Solver: You enjoy untangling complex issues and delivering clear, effective solutions.

Detail-Oriented: You catch the small things that others miss, ensuring high accuracy in everything you do.

Ethical and Trustworthy: You do what’s right—even when no one is watching. Clients and coworkers know they can count on you.

Customer-Focused: You genuinely care about people and go above and beyond to make sure they feel heard, understood, and supported.

Organized and Efficient: You handle multiple tasks and prioritize like a pro—keeping your cool and staying on top of deadlines.

Requirements:

Experience: Prior customer service experience, preferably in insurance or a regulated industry. Knowledge of insurance terms and processes is a plus.

Skills: Excellent written and verbal communication, strong attention to detail, and solid problem-solving abilities.

Technical: Comfortable using CRM systems, email, and Microsoft Office. Able to quickly learn new tools and processes.

Licensing: Property & Casualty license is a plus or willingness to obtain one if required by the agency.

What You’ll Get:

A supportive and ethical work environment

Opportunities to grow within the agency

Training, mentorship, and tools to succeed

The satisfaction of helping clients protect what matters most

If you love solving problems, serving people, and making sure no detail goes unchecked, we’d love to hear from you. Apply today.