Customer Service Insurance Advisor

About the role

As a Customer Service Insurance Advisor, you are the voice of TTI for existing clients. You’ll provide guidance, answer questions, resolve concerns, make policy updates, and identify coverage gaps always with integrity and clarity.

Your mission is to create a WOW experience at every interaction by being knowledgeable, patient, solution-focused, and genuinely committed to helping people understand their insurance.

Responsibilities

• Handle 30+ inbound service calls per day with professionalism and empathy.
• Provide clients with a warm, educational, and exceptional experience every time.
• Communicate through phone, email, text, and chat with equal clarity and professionalism.
• Listen carefully to understand each client’s needs and concerns.
• Set clear expectations and ensure timely follow-up on all service tasks.
• Review coverage and help identify potential gaps or exposures so clients can make informed decisions.
• Complete data entry and documentation across multiple platforms accurately and promptly.
• Work collaboratively with Sales, Retention, and other internal teams to solve problems and support clients.
• Uphold all compliance, documentation, and communication standards.

Qualifications

• Customer service or administrative experience preferred (insurance experience is a plus).
• Strong verbal and written communication skills.
• Ability to navigate multiple systems while assisting customers.
• High attention to detail and accuracy.
• 18+ and legally eligible to work in the U.S.
• High school diploma or equivalent.

Qualities of a Successful Customer Service Advisor

• Communicates confidently across phone, email, text, and chat.
• Creates a WOW experience through friendliness, clear explanations, and reliability.
• Works collaboratively with teammates to meet client needs.
• Handles data entry with ease and accuracy.
• Bridges a positive, unifying work ethic that supports a culture of teamwork.
• Is motivated by helping clients feel protected and supported.

About Us

At Ted Todd Insurance, we believe exceptional service begins with people who genuinely care. Our Customer Service team is the heart of our agency supporting clients, solving problems, and ensuring every person who contacts us feels heard, protected, and valued.

We are an ethical, compliance-focused, team-centered organization where doing what’s right for the customer always comes first. If you thrive in a positive environment where teamwork, professionalism, and client relationships matter, you will enjoy being part of our culture.

Benefits

• Comprehensive Health Insurance: We offer medical, dental, and vision insurance to ensure you and your family have access to quality healthcare.
• Paid Time Off: Enjoy generous paid time off, including vacation days, birthday days, paternity leave and holidays.
• Extra Perks: We care about you and your wellness. You are eligible for work life balance stipend, work anniversary rewards, education reimbursements, tuition assistance and discounts through member deals.
• Invest in your future: Career Growth Opportunities: We are dedicated to your professional development with opportunities for advancement within the company. Continuous Learning: Access to ongoing training programs, workshops, and educational resources to enhance your skills and knowledge. Mentorship Programs: Benefit from mentorship and guidance from experienced professionals within our organization.