Insurance Customer Service Representative

Job Description

Job Description

We are a growing, client-focused insurance agency dedicated to providing exceptional service and building long-term relationships. Our team takes pride in delivering personalized solutions and ensuring that every client feels supported and valued.

Position Overview :

We are seeking a motivated Customer Service Representative (CSR) to join our team. The CSR will be responsible for providing outstanding customer support, managing client accounts, and assisting with policy servicing while also identifying opportunities to cross-sell additional insurance products.This is a full-time position with a fixed schedule of Monday to Friday, 9 : 00 AM - 5 : 00 PM.

Benefits

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Responsibilities

Serve as the primary point of contact for client inquiries, policy changes, billing questions, and claims support

Process policy renewals, endorsements, cancellations, and new applications accurately and efficiently

Maintain strong relationships with clients through proactive communication and problem-solving

Educate clients on coverage options and identify opportunities to cross-sell and upsell insurance products

Collaborate with producers and team members to ensure seamless client service

Stay up to date with industry and carrier requirements.

Requirements

Property & Casualty insurance license (willing to get within 3 months)

1+ years of experience in insurance customer service or related role preferred

Strong communication, problem-solving, and organizational skills

Ability to manage multiple tasks in a fast-paced environment

Proficiency with insurance management systems and Microsoft Office