About this role

Answering phones like a pro and giving clients a warm, helpful first impression.
Being the friendly voice clients hear first and setting a positive tone for every interaction.
Managing voicemails and callbacks so no message gets left behind.
Handling policy changes with accuracy, care, and just the right amount of superhero energy—cape optional.
Helping with billing inquiries by keeping the numbers clear and the people supported.
Organizing and managing mail , including sorting, scanning, and keeping things moving like a well-oiled machine.
Assisting with the agency’s email inbox so messages stay tidy, timely, and easy to track.

Insurance License – We’re looking for someone who has, or is willing to obtain, a property and casualty insurance license.
Sales Skills – Whether you’re answering a call or handling a policy change, you should feel comfortable having conversations and recommending the right coverage for clients.
Industry Knowledge – A basic understanding of insurance products is helpful, and we’ll provide training to get you fully up to speed.
Attention to Detail – Our clients count on us for accuracy, and so do we. Double-checking paperwork, policy changes, and client information is a must.

Customer Service Agent

Key skills