Insurance customer service representative
Job Description
About the Role
We're looking for a Customer Service Representative who's comfortable wearing two hats: taking great care of our existing policyholders while also actively identifying and closing opportunities to grow their coverage and bring in new business. This isn't a pure service role you'll be expected to hit both service quality standards and production goals.
Benefits
Annual Base Salary + Commission
Paid Time Off (PTO)
Work from Home
Hands on Training
Career Growth Opportunities
Mon-Fri Schedule
Responsibilities
Key Responsibilities
Service (Primary)
Handle inbound client calls, emails, and messages regarding policy changes, billing questions, and general inquiries
Process endorsements, payments, and documentation requests accurately and promptly
Support claims-related questions and guide clients through next steps
Maintain accurate client records in AgencyZoom (CRM)
Proactively reach out to clients ahead of renewals to review coverage
Sales (Required)
Identify cross-sell and upsell opportunities during every client interaction (auto, home, life, umbrella, etc.)
Meet monthly quoting and closing targets on rounding out accounts
Follow up on referrals and warm leads generated from the service book
Participate in outbound campaigns as needed (renewal reviews, win-back calls)
Accurately quote and present coverage options, tailoring recommendations to client needs
Requirements
- Property and casualty license
- Life and Health license
