Service Representative- Internal Sales Agency

About the role

We're looking for an Internal Agency Service Representative to support our Internal Sales team by managing inbound service-related requests, qualifying customer inquiries, and ensuring policies move smoothly through underwriting and servicing workflows. This role is critical to the operation of the Internal Sales department and plays a key part in maintaining productivity, compliance, and a professional customer experience.

Responsibilities

• Handle inbound calls and emails, qualifying customer inquiries, and determining eligibility for Internal Sales support
• Verify that customers are not working with a partner agent before providing service or routing requests
• Respond to inquiries related to insurance availability, eligibility, coverages, policy changes, transfers, billing clarification, and claim submission guidance
• Process assigned service tasks including uploading documents, requesting missing information, and responding to underwriting requests
• Track outstanding client requirements such as completing inspections, photo retakes, discount documentation, and proactively follow up to resolution
• Support onboarding and ongoing servicing workflows for new and existing policies
• Maintain accurate, complete, and confidential client records in the CRM and internal systems
• Provide administrative and operational support to ensure efficient day-to-day Internal Sales operations
• Aid in improving and maintaining servicing workflows, documentation standards, and internal processes

Requirements

• Prior Property & Casualty (P&C) insurance experience in a service, sales support, or CSR role
• Experience working in a fast-paced, call-driven or task-queue environment
• Bachelor's degree preferred
• Strong ability to track outstanding items and close loops without reminders
• Comfortable working in CRM systems, document management tools, and internal platforms
• Ability to assess issues, determine next steps, and resolve efficiently
• Capable of managing multiple active requests while meeting response-time expectations
• Comfort handling customer conversations that require clarity, boundaries, and professionalism
• Detail-oriented without losing sight of urgency
• Calm and professional under pressure
• Confident enforcing process and eligibility guidelines
• Ownership mindset you finish what you start
• Collaborative and dependable in a team environment
• Comfortable saying “no” when necessary and explaining why clearly
• Clear, professional written and verbal communication required

Qualifications

• Competitive base pay and performance bonuses
• Career growth opportunities including mentorship, growth tracks, and professional development
• Benefits package including medical, dental, vision, 401k, paid holidays, PTO, and more
• Dynamic environment with a fast-paced and collaborative team culture
• Office environment is fast-paced and collaborative
• Requires regular sitting, standing, and walking (including use of stairs)
• Occasional bending, twisting, and squatting to open/close cabinets and reach for files or other standard office-type objects

Benefits

• Medical
• Dental
• Vision
• 401k
• Paid holidays
• PTO

Pay

Competitive base pay and performance bonuses.

Schedule

On-site role with a fast-paced and collaborative team culture. Results-driven office where your contributions make a real impact.