First Group Insurance is a trusted 120-year-old local agency where we value community roots, strong client relationships, and work-life balance. As a Customer Service Representative, you will be the frontline support for our clients, helping them navigate their insurance needs while actively identifying new sales opportunities. This role is ideal for a motivated professional with a background in sales who is looking to build a long-term career with an established, family-oriented team.
Responsibilities
- Provide exceptional, highly personalized customer service to current and prospective clients.
- Assist clients with policy inquiries, account updates, billing questions, and general support.
- Actively identify and pursue cross-selling and upselling opportunities to drive agency growth.
- Coordinate daily with internal account managers and external insurance carriers.
- Maintain detailed, accurate client records within our agency management system.
- Support the broader team with administrative and client-facing tasks as needed.
Required Qualifications
- Proven background in sales and customer service (minimum 1–2 years required).
- Strong interpersonal skills with a passion for helping people and solving problems.
- Excellent written and verbal communication skills.
- High attention to detail and strong organizational habits.
Preferred Qualifications
- Active Property and Casualty Insurance License (strongly preferred; candidates without a license must be willing and able to obtain one upon hire).
- Previous experience within the insurance industry.
- Familiarity with CRM platforms or agency management systems.
