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Join our growing insurance agency as a Service Representative where you’ll help customers, support the sales team, and build lasting client relationships in a fast-paced, friendly office environment.
No prior experience is necessaryApply for the position today by completing the form and completing the assessment.
Responsibilities
Provide friendly, professional service to clients by phone, email, and in person
Assist customers with policy changes, billing questions, and coverage information
Process endorsements, renewals, certificates, and other policy documentation
Support agents with quoting, applications, and follow-ups with insurance carriers
Identify opportunities to cross-sell or recommend additional coverage to meet client needs
Follow up with leads, quotes, and existing clients to help grow the agency
Maintain accurate client records in the agency management system
Help ensure a smooth and efficient day-to-day office operation
No prior experience is necessary