Customer Service Representative

Job Description

If you are organized, positive, and enjoy helping clients, we would love to meet you!

• Customer service experience
• Strong communication skills
• Organized and detail-oriented
• Insurance experience is a plus (but we can train the right person)

• Paid Time Off (PTO)
• Mon‑Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Bonus Opportunities

• Assist clients with policy questions and service requests
• Issue Certificates of Insurance (COIs)
• Process endorsements and policy changes
• Support our account managers and sales team
• Provide excellent client experience

• Strong skills in Customer Service, Customer Support, and Customer Experience to fulfill client-focused responsibilities
• Ability to assess and maintain high standards of Customer Satisfaction
• Proficient in managing relationships and delivering excellent Customer Service as a Customer Service Representative
• Outstanding communication and interpersonal skills to work effectively in a team‑oriented environment
• Basic understanding of insurance and financial products is preferred but not required.
• Multi‑lingual skills (e.g., English, Farsi, Cantonese, Mandarin, Spanish) are a significant advantage
• Ability to work on‑site at our San Jose, CA office
• High school diploma or equivalent required; additional education or certifications are a plus