Customer Service Representative

Benefits: Simple IRA Licensing paid by agency Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Position Overview:As a Customer Service Representative, you will be a key point of contact for our clients, providing timely and accurate information while ensuring a positive customer experience. This role involves addressing inquiries, resolving issues, and offering support on a variety of insurance-related matters. Responsibilities: Establish customer relationships and follow up with customers, as needed. Responding promptly to customer inquiries via phone and email. Providing information about insurance policies, coverage details, and claims processes. Assisting clients with policy changes, updates, and renewals. Investigating and resolving customer issues or concerns with empathy and professionalism. Use a customer-focused, needs-based review process to educate customers about insurance options. Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal, and listening People-oriented Detail oriented Proactive in problem-solving Able to learn computer functions Ability to work in a team environment Currently licensed candidates preferred.

Created: 2026-02-06