Customer Service Representative

Core Responsibilities

• Provide excellent customer service in-office and over the phone, helping customers understand and navigate their policies and insurance needs.
• Support file keeping and assist in day-to-day office processes that optimize the agency’s effectiveness.
• Manage inbound calls and route them as needed.
• Aid in follow-up client communications and keep accurate records on provided platforms.
• Offer administrative support to licensed sales staff, with potential opportunities to contribute to cross-sales and lead development.

Requirements

• Excellent communication and interpersonal skills.
• Confident, self-starter who works well independently.
• Strong organizational skills and ability to multi-task.
• Comfortable using technology and learning new platforms.
• Professional experience in customer service (insurance or office environment preferred).

Technical Proficiency

• Experience with agency management software and standard office programs is typically required.

Organization

• A high level of organization is needed to manage multiple client accounts, policies, and tasks simultaneously.

Detail-Oriented

• Meticulous attention to detail is crucial for ensuring policy accuracy and proper documentation.

Problem-Solving

• The ability to analyze situations, solve problems, and find solutions for clients is a key component of the role.

Insurance Knowledge

• A strong understanding of insurance products, coverage, and risk management is necessary.

Experience

• Professional customer service in the Industry: 1 year (Required)

Benefits

• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Negotiable On-the-job training & development
• Paid time off (accrued)