Customer Service Representative

Are you passionate about delivering exceptional customer experiences and building meaningful relationships? As a Customer Service Representative, you will play a critical role in supporting clients and enhancing the reputation of a well-established insurance agency. This opportunity is ideal for individuals who excel at communication, problem-solving, and working collaboratively in a fast-paced environment. If you possess a genuine interest in helping others and are motivated to grow professionally, we encourage you to review this position.

Customer Service Representatives are essential to the insurance industry, serving as the primary contact for clients seeking assistance with their insurance policies, claims, billing, and coverage options. As a Customer Service Representative, you will be responsible for providing prompt, accurate, and friendly service to clients, ensuring their needs are met efficiently and professionally. The role involves handling inquiries, resolving concerns, and educating customers about available insurance products and options, all while maintaining the highest standards of integrity and compliance.

Working as a Customer Service Representative in Hayward, WI offers the benefit of being part of a supportive local business community. You'll enjoy the opportunity to make a positive impact on the lives of clients while developing valuable career skills in insurance and customer relations. This full-time position provides a pathway to meaningful growth and advancement within the agency, making it an excellent choice for those seeking stability and long-term career development.

The Customer Service Representative (CSR) position is designed for individuals who excel at building rapport with clients, quickly understanding their needs, and delivering effective solutions. The CSR acts as the face of the agency, handling a variety of customer inquiries and requests related to insurance coverage, policy changes, claims, billing, and more. Through a customer-focused, needs-based approach, the CSR educates clients about insurance options and ensures a high level of satisfaction with every interaction.

This role is integral to maintaining client loyalty and supporting the agency’s commitment to outstanding service.

• Answer incoming phone calls and greet clients in a professional and courteous manner.
• Establish, maintain, and strengthen customer relationships through follow-up and proactive communication.
• Respond to customer inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Provide timely and accurate information to customers, resolving issues and concerns with attention to detail and care.
• Utilize a needs-based review process to educate clients about insurance products and available options, empowering them to make informed decisions.
• Maintain accurate records of customer interactions and transactions in accordance with agency and regulatory standards.
• Collaborate with team members to achieve service targets and agency goals.

• Competitive base pay with opportunities for performance-based bonuses.
• PTO including vacation and personal/sick days to support work-life balance.
• Valuable hands-on experience in insurance and customer service.
• Opportunities for professional growth and advancement within the agency.

• Previous customer service experience is preferred but not required.
• Strong written, verbal, and listening communication skills.
• Self-motivated with the ability to manage time and tasks effectively.
• Detail-oriented and proactive in problem-solving.
• Ability to work collaboratively in a team-oriented environment.
• Strong assessment skills to identify customer needs and conduct effective interviews.
• Ability to relate to customers and provide empathetic, solution-oriented service.
• Property & Casualty insurance license (must be able to obtain if not already held).
• Life and Health insurance license (must be able to obtain if not already held).

• Thrives in a client-facing role with frequent interaction.
• Enjoys problem-solving and providing helpful solutions.
• Demonstrates professionalism, reliability, and a positive attitude.
• Willing to pursue required insurance licensing and ongoing training.
• Seeks a stable, rewarding career with growth potential in the insurance field.

• This role is with an…