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About This Role:
We're a small, locally owned insurance agency looking for a friendly, detail-oriented Customer Service Representative to join our team. You'll be the first point of contact for our clients answering questions, processing policy changes, and helping people feel confident about their coverage. If you enjoy problem-solving, multitasking, and building real relationships with the people you serve, we'd love to hear from you.
Why Join Us:
• Small-team environment where your work is seen and valued you're not a number here
• Hands-on training and support toward licensing and professional development
• Direct, approachable leadership you'll work closely with agency owners/producers, not layers of management
• Respond to client calls, emails, and walk-ins regarding policy questions, billing, and coverage changes
• Process policy endorsements, new business applications, and renewals with accuracy and attention to detail
• Take and process payments, and help clients understand their billing statements
• Explain coverage options and exclusions clearly, in plain language
• Document all client interactions in our agency management system
• Take first notice of loss on claims and route them to the appropriate carrier
• Proactively identify opportunities to round out client accounts with additional coverage
• Request and track expiration dates for prospective business
• Handle day-to-day office tasks scheduling, correspondence, and light administrative support
• Other duties as needed in a small agency, we all pitch in where it's needed
• Strong communication skills, both written and verbal
• Comfortable multitasking in a fast-paced environment
• A calm, patient approach to handling frustrated or difficult clients
• Sound judgment and the ability to think through problems independently
• Reliable, punctual, and enjoy helping people
• Comfortable with everyday office technology email, Microsoft Office, and the ability to learn our agency management software
• Respect for client confidentiality and sensitive information
• Active Property & Casualty insurance license (must obtain license within 90 days of hire we'll support you through licensing)
• Prior experience in insurance, customer service, or a related client-facing role