Customer Service Representive

Responsibilities

• Provide exceptional customer service to policyholders via phone, email, and in-person interactions
• Aid clients with policy changes, billing inquiries, claims, and general insurance questions
• Inform clients about available coverages, products, and discounts
• Maintain accurate records in our CRM and carrier systems
• Collaborate with agents and producers to ensure a seamless customer experience
• Identify opportunities for cross-selling and upselling to support retention efforts

Qualifications

• A high school diploma or equivalent is required; a college degree is preferred
• A Customer Service License is required (or can be obtained within 30 days)
• At least 1 year of experience in insurance or a customer service-related role is preferred
• Strong communication and interpersonal skills are essential
• Adept at maintaining attention to detail and organizing information effectively
• Proficiency in Microsoft Office Suite is required, along with the ability to learn new software

Why Join Us?

• Competitive salary plus performance bonuses
• Opportunities for career growth and professional development
• A supportive team environment
• Work that makes a difference in people’s lives