Insurance Customer Service Rep

About the role

We are seeking an Insurance Customer Service Representative who is detail-oriented, client-focused, and motivated to grow within a professional insurance organization. This role supports clients through renewals, policy changes, service requests, and proactive coverage reviews, while also identifying cross-sell opportunities.

Responsibilities

• Support clients through renewals, policy changes, service requests, and proactive coverage reviews
• Identify and support cross-sell and upsell opportunities within the client base
• Manage policy changes, endorsements, and documentation
• Consult with clients to explain coverage options and next steps clearly
• Maintain organized and compliant client records
• Willingness to obtain insurance licensing with agency support

Requirements

• Strong communication skills with a calm, professional demeanor
• An analytical mindset with the ability to understand coverage needs
• Attention to detail and strong organizational skills
• Comfort supporting sales conversations and cross-selling when appropriate

Qualifications

• Prior insurance experience is a bonus

Skills

• Excellent customer service skills
• Ability to analyze coverage needs
• Strong organizational and attention to detail skills
• Ability to communicate effectively with clients

Benefits

• Base salary of $45,000
• Paid time off starting day one
• Flexible Monday through Friday schedule
• Health, dental, vision, and life insurance
• Retirement plan
• Sign-on bonus
• Licensing assistance and hands-on training

Pay

Salary Range: $45,000.00 - $65,000.00 per year

Schedule

Full-time, flexible Monday through Friday schedule

Location

Richmond, VA, 23225, US