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Client Solutions Advisor – Insurance & Financial Services
Job in
Shepherdstown, Jefferson County, West Virginia, 25443, USA
Listed on 2026-07-29
Listing for:
The Potomac Agency
Full Time
position Listed on 2026-07-29
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
The Potomac Agency in Shepherdstown, WV is hiring a Customer Service Representative to join our on-site team. This full-time role handles policy inquiries, billing questions, and coverage details across insurance and financial services, delivering accurate information and prompt issue resolution.
You will maintain up-to-date client records, process policy changes, support account managers with administrative tasks, and educate clients on available products to ensure a positive customer
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