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Position Overview

This is a hybrid role, candidates must reside in commuting distance in order to be considered.

Growing agency seeking a motivated and detail-oriented customer service expert to join the team. The ideal candidate will provide exceptional service to clients while assisting with insurance-related tasks and office operations. This position requires a commitment to customer satisfaction, attention to detail, and the ability to work effectively in a fast-paced environment.

Key Responsibilities

  • Answer incoming calls and provide prompt, professional assistance.
  • Quote insurance products and market carriers, such as Travelers.
  • Process client payments and maintain accurate transaction records.
  • Update and manage customer information in EPIC (agency management system).
  • Assist clients with questions regarding premiums, coverage options, and policy details.
  • Manage client records and ensure accurate documentation.
  • Support marketing and outreach initiatives to build client relationships and promote agency products.

Qualifications

  • Possess a valid Property & Casualty (P&C) insurance license or willingness to obtain one within 90 days.
  • Minimum of 2 years of experience in a customer service role, in the insurance industry.
  • Strong communication and interpersonal skills.
  • Proficiency in using computer systems, including Microsoft Office and agency management software (EPIC experience preferred).
  • Ability to handle multiple tasks and prioritize effectively.
  • If you are passionate about insurance and providing outstanding customer service; and are ready to contribute to a growing team, we encourage you to apply!

Read the full job description and apply online on the recuiter's web-site

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