The Customer Service Representative will manage client inquiries via phone, email, and in-person while maintaining accurate records. They are also responsible for assisting with policy updates, payments, and scheduling appointments.
Benefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Flexible schedule
Free food & snacks
Health insurance
Paid time off
Parental leave
Training & development
Vision insurance
Benefits/Perks
Competitive Pay
Professional Development
Job Stability in a growing industry
Job Description We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.
Responsibilities
Answer customer questions via phone, email, and in-person
Assist clients with new quotes, updating policies, payments, and other services
Schedule appointments and maintain calendar
Maintain detailed records of client interactions
Review audits and/or policies
Collaborate with colleagues to provide comprehensive customer service
Qualifications
Knowledge of insurance products
High school diploma/GED required, Bachelor’s degree preferred
Excellent customer service skills
Highly organized with strong time management skills
Familiarity with Microsoft Office and other software applications
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”