Licensed Customer Service Representative
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AI Summary
The Licensed Customer Service Representative will manage client accounts, process policy updates, and provide support for renewals, billing, and claims. They are also responsible for identifying cross-selling opportunities and educating clients on coverage options to ensure appropriate protection.
Benefits:
- Work-From-Home
- Bonus based on performance
- Flexible schedule
- Opportunity for advancement
- Training & development
Join an Established Agency That Values Excellent 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 that offers a part-time, work-from-home schedule where your experience is valued?
Independent Insurance Services Agency is seeking an experienced Licensed 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.
This opportunity offers:
- Competitive base salary plus performance-based bonus opportunities.
- Part-time, work-from-home schedule flexibility.
- Supportive team environment that values collaboration and professional growth.
- Ongoing training and development opportunities.
- Opportunity to build long-term relationships with clients while making a meaningful difference every day.
- Career advancement opportunities within the agency.
What You'll Do
As a Licensed 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
- Market insurance policies
- Deliver outstanding customer service by phone, email, and in person.
- Assist clients with policy changes, renewals, billing questions, claims support, and coverage inquiries.
- 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 (5+ years)
- Experience servicing personal 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 and multiple computer applications.
- Team-oriented while capable of working independently.
- Able to identify customer needs and recommend appropriate coverage solutions when appropriate.
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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