Hybrid Personal Lines Customer Service Representative

Customer Service Representative:
In office 2-3 days/week

At Rate Insurance, we believe that service is at the core of everything we do. Serving others is more than what we value, it represents our way of being. We listen, we’re proactive, and we act quickly with purpose. We are experts in our industry. We take a consultative approach to sales and service, adding value and creating a trusted partnership with our customers.

The Customer Service Representative (CSR) is responsible for delivering an exceptional customer experience by supporting customers with their insurance servicing needs. This role manages multiple communication channels, processes a variety of policy service requests, and utilizes agency and carrier systems to ensure accurate, timely, and professional support. The CSR builds trust with customers and internal teams through strong communication, attention to detail, and a commitment to quality, accuracy, and customer satisfaction.

Salary Range: $40,000-$45,000

In this position you will:

• Handle incoming customer inquiries (calls, emails) and provide service/support to policyholders
• Process routine policy changes/Provide professional customer support by responding to phone calls, emails, and general inquiries, ensuring a positive experience and addressing routine service needs.
• Process standard service requests such as document requests, billing questions, and administrative tasks while accurately updating the agency management system.
• Navigate agency and carrier systems to retrieve information, upload documents, manage inboxes/voicemails, and route tasks or issues to licensed team members as appropriate.
• Maintain accurate records and ensure compliance, documenting all customer interactions, following established workflows, and escalating coverage-related or advisory questions to licensed staff.
• Support team operations through general task management, coordination with carriers and internal teams, and ongoing learning about insurance products, processes, and systems.

Qualifications:

• Insurance license preferred but not required (we will support licensing).
• Previous insurance experience preferred but not required.
• College degree preferred but not required.

Requirements:

• Customer Service & Communication (Written and Verbal)
• Attention to Detail & Accuracy
• Problem Solving and Critical Thinking
• Organization and Task Management
• Insurance & Policy Knowledge (Developing)
• Systems Navigation and Technical Proficiency

We have an excellent compensation and benefits package. We also have a fun, competitive, hard‑working culture that makes Rate Insurance a place where people want to come to build their careers and be their best. Some of the benefits of your compensation package will include:

• Annual Salary with the opportunity to earn Commissions
• Medical, Dental, Vision, and Disability
• 401k
• Paid time off

About Rate Insurance:

Rate Insurance is an independent insurance brokerage offering an unmatched value proposition to our customers, our referral partners, and our team members. Our unique business model allows us to consistently achieve new heights and redefine excellence, which has positioned us as one of the fastest organically growing brokerages in the country. Since 2012, we have achieved double‑digit growth, year over year, and now represent over 100 different property and casualty insurance providers in all 50 states.

Rate, Inc. and Rate Insurance, LLC are Equal Opportunity Employers that welcome and encourage all applicants to apply regardless of age, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason, as protected by law.