Customer Service Representative

Location: Williston, VT

About the role

We are seeking a friendly, organized, and customer-focused Customer Service Representative to join our insurance agency. This position serves as the first point of contact for clients, providing exceptional in-person, phone, and email support while assisting with policy servicing, administrative tasks, and day-to-day office operations. The ideal candidate enjoys helping others, thrives in a fast-paced environment, and is committed to delivering outstanding customer service.

Responsibilities

• Greet clients and visitors in a professional, welcoming manner.
• Answer incoming phone calls, emails, and office inquiries promptly and courteously.
• Assist clients with policy questions, billing inquiries, payments, and general insurance service requests.
• Process policy changes, endorsements, renewals, certificates of insurance, and other servicing requests accurately.
• Collect and verify client information to ensure policies remain current and accurate.
• Communicate professionally with insurance carriers to obtain information, process requests, and resolve client issues.
• Assist clients with claims reporting and provide updates throughout the claims process when needed.
• Schedule appointments and maintain calendars for agency staff.
• Perform general administrative duties, including scanning, filing, data entry, and maintaining client records.
• Support agency marketing efforts, community events, and customer outreach initiatives as assigned.
• Identify opportunities to introduce additional insurance products and refer clients to licensed agents for quotes and coverage reviews.
• Maintain confidentiality while following agency policies and quality standards.
• Stay informed about insurance products, agency procedures, and industry updates.
• Participate in training and continuing education as provided by the agency.
• Assist with special projects and other duties assigned by management.
• Maintain a professional appearance and contribute to a positive team environment.
• Pursue ongoing personal and professional development.

Requirements

• High school diploma or equivalent required.
• Previous customer service, receptionist, administrative, or insurance office experience preferred.
• Proficiency with Microsoft Office (Outlook, Word, Excel, and Teams).
• Strong communication and interpersonal skills.
• Excellent organizational skills with strong attention to detail.
• Ability to prioritize tasks and manage multiple responsibilities in a fast-paced office.
• Professional, dependable, and customer-focused attitude.
• Ability to work independently and collaboratively as part of a team.
• Strong problem-solving skills and a commitment to providing exceptional customer service.

Benefits

• 401(k) with a match
• Unlimited PTO
• Health, dental, & vision insurance
• Company will help you obtain a P&C license if you do not already have one

Pay

$62,000/year

Schedule

Monday - Friday, 8:00am to 5:00pm