Customer Service Representative

We are seeking a detail-oriented and customer-focused Insurance Customer Service Representative to support our agency’s daily operations. This role is responsible for assisting clients with policy inquiries, processing changes, and ensuring a high level of service that strengthens client relationships and retention.

Serve as the primary point of contact for client inquiries via phone, email, and in-person

Assist clients with policy changes, renewals, billing questions, and coverage explanations

Process endorsements, cancellations, reinstatements, and new policy applications

Maintain accurate client records in agency management systems (CRM)

Review policies for accuracy and identify coverage gaps or cross-sell opportunities

Follow up on pending items, claims, and underwriting requests

Support agents with administrative tasks and client communication

Ensure compliance with insurance regulations and company standards

Previous customer service experience (insurance experience preferred)

Active Property Casualty license (or willingness to obtain)

Strong communication and problem-solving skills

High attention to detail and organizational skills

Ability to multitask in a fast-paced environment

Proficiency with Microsoft Office and CRM systems