Customer Service Representative
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AI Summary
The representative will serve as the primary point of contact for clients, managing policy changes, renewals, and billing inquiries while providing proactive account support. They will also focus on identifying cross-selling opportunities and maintaining strong, long-term client relationships.
Benefits:
- Flexible schedule
- Opportunity for advancement
- Training & development
Join a Growing Agency That Values Exceptional Customer Service
Are you a licensed insurance professional who enjoys helping people, solving problems, and building lasting client relationships? Are you looking for an agency where your experience is appreciated and your work makes a real impact?
Independent Insurance Services Agency is seeking an experienced Licensed Insurance Customer Service Representative to join our team team in Troy, MI. This is an excellent opportunity for someone who thrives in a client-focused role, enjoys delivering outstanding service, and can identify opportunities to strengthen customer relationships through proactive account management.
If you're looking for a stable career with a supportive agency that values professionalism, teamwork, and customer satisfaction, we'd love to hear from you.
What You'll Do
As a Licensed Insurance Customer Service Representative, you'll be the trusted point of contact for our existing clients, ensuring they receive exceptional service while helping them maintain the right coverage for their evolving needs.
Responsibilities
- Marketing accounts
- Assist clients with policy changes, renewals, billing questions, claims support, and coverage inquiries.
- Deliver outstanding customer service by phone, email, and in person.
- Conduct proactive policy reviews to ensure customers have the appropriate protection.
- Educate clients on available coverage options, discounts, and policy enhancements.
- Identify opportunities for cross-selling and account rounding while maintaining a service-first approach.
- Build strong, long-term relationships that promote customer retention and loyalty.
- Process policy updates accurately and maintain organized client records.
- Collaborate with agency team members to provide an exceptional customer experience.
What We're Looking For
Required Qualifications
- Active Property & Casualty Insurance License.
- Previous insurance agency experience required
- Experience servicing commercial lines insurance policies.
- Strong understanding of insurance products, coverages, and policy servicing.
Ideal Candidate
- Friendly, professional, and customer-focused.
- Excellent communication and active listening skills.
- Highly organized with strong attention to detail.
- Proactive problem solver who enjoys helping others.
- Comfortable using agency management systems, Microsoft Word, Excel, and PowerPoint.
- Team-oriented while capable of working independently.
- Able to identify customer needs and recommend appropriate coverage solutions when appropriate.
Who Thrives in This Role?
The ideal candidate enjoys creating positive customer experiences and takes pride in helping clients feel informed, protected, and valued. They understand that exceptional service builds lasting relationships and contributes to the long-term success of the agency.
If you're an experienced, licensed insurance professional looking to join a respected independent agency where your knowledge and customer service skills will be valued, this is an outstanding opportunity.
This is a remote position.
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