Insurance Agency Customer Service Representative
Job Description
We’re looking for a motivated, solutions‑driven Customer Service Representative to join our growing insurance agency. If you’re a fast learner, thrive in a problem‑solving environment, and consistently deliver above‑average customer service, this role is built for you.
About the Role:
As a Customer Service Representative, you’ll be the first point of contact for clients, helping them navigate policy questions, billing concerns, coverage changes, and general inquiries. You’ll support agents, maintain accurate records, and ensure every customer feels valued and understood. This is an in-office position, servicing clients in person, and over the phone.
What We’re Looking For:
Strong Problem‑Solving Skills — Ability to assess situations and find clear, effective answers
Fast Learner — Comfortable adapting to new systems, products, and processes
Exceptional Customer Service — Warm, patient, and able to build trust with clients
Communication Skills — Clear, professional verbal and written communication
Attention to Detail — Accuracy in documentation and follow‑through
Why Join Us:
Supportive, team‑oriented environment
Opportunities for growth and licensing
Meaningful work helping clients protect what matters most
- Key Responsibilities:
- Client Support — Provide friendly, professional assistance via phone, email, and in‑office interactions
- Problem Resolution — Identify issues quickly and offer effective solutions
- Policy Servicing — Process policy changes, updates, and documentation
- Account Management — Maintain accurate customer records and follow up on outstanding items
- Team Collaboration — Work closely with agents to support daily operations
- 2+ Years of Customer Service Experience is Required.
- Detail-oriented with the ability to prioritize and multitask.
- A critical thinker and out-of-the-box problem solver.
- Tech-savvy with typing skills.
- Excellent written and verbal communication skills including professional phone and office etiquette.
Paid Time Off (PTO)###Health Insurance###Vision Insurance###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Hands on Training###Evenings Off###
