Customer Service Representative

As a Customer Service Representative, you will play a vital role in supporting a leading insurance agency by delivering exceptional client experiences and building lasting relationships. This full-time position is ideal for motivated, energetic individuals eager to engage with customers, provide tailored solutions, and contribute to a team-oriented environment. Insurance industry experience is not required, as comprehensive training is provided for candidates who demonstrate the right skill set and a passion for customer care.

In this Customer Service Representative role, you will be entrusted with managing a variety of service requests and inquiries, ensuring that every policyholder receives prompt, accurate, and friendly support. You will utilize a needs-based consultative approach to educate clients about insurance products, help resolve their issues, and address questions related to policy coverage, claims, and billing. By joining this team, you become part of a rapidly growing business that values your dedication and offers opportunities for personal and professional development.

The Customer Service Representative position involves regular interaction with clients to assess their needs, follow up on service requests, and ensure satisfaction at every touchpoint. You will be responsible for maintaining a positive attitude, demonstrating attention to detail, and delivering value in every conversation. The organization seeks individuals who thrive in fast-paced environments, are self-driven, and enjoy the challenge of contributing to business growth through exemplary service.

Working as a Customer Service Representative provides valuable experience in the insurance industry and exposure to best practices in customer engagement, relationship management, and problem resolution. The role supports both new and existing clients, making it essential to possess strong communication skills, empathy, and a commitment to continuous learning. You will collaborate closely with team members and agency leadership to uphold the agency's high standards and contribute to a culture of success.

As a Customer Service Representative, you will also benefit from a structured compensation package that includes base pay, commission opportunities for licensed staff, paid time off, and a retirement plan. The company fosters an inclusive and supportive environment, recognizing achievement and encouraging advancement. Employees are provided with the resources and encouragement necessary to pursue additional licensing in Property & Casualty as well as Life & Health insurance, positioning you for further growth in the insurance sector.

If you are seeking a career where your customer service expertise and proactive approach can make a lasting impact, this Customer Service Representative role is an excellent fit. The supportive team culture, professional development pathways, and focus on delivering value to clients make this an outstanding opportunity for individuals at any stage of their career journey.

• Key team member delivering exceptional customer service to insurance clients
• Engages clients in value-based conversations to support business growth
• Full-time, growth-oriented position with comprehensive training

• Establish and maintain positive client relationships through regular communication
• Respond promptly and accurately to inquiries about insurance products, coverage, and policy changes
• Educate clients on available insurance options using a needs-based approach
• Process claims, billing questions, transfers, and policy updates efficiently
• Follow up to ensure client satisfaction and retention
• Demonstrate a strong work ethic and commitment to daily success
• Collaborate effectively with team members to achieve organizational goals

• Competitive hourly pay based on experience and licensure
• Commission opportunities for licensed representatives
• PTO including vacation, personal, and sick days
• Retirement plan offerings
• Extensive professional development and advancement potential within the agency

• Customer service experience preferred but not required
• Salesforce or similar CRM experience preferred
• Excellent communication skills: written, verbal, and listening
• Self-motivated with proactive problem-solving abilities
• Detail-oriented and able to assess customer needs effectively
• Ability to work collaboratively in a team environment
• Must be…