What are the responsibilities and job description for the Customer Service Agent position at Alternative Balance?
Date posted: September 21, 2026
Pay: $20.00 - $26.00 per hour
$20-$22/hour if not currently NH P&C licensed | $24-$26/hour if currently NH P&C licensed
Job description:
Customer Service Agent, (P&C license required within first year)
About Alternative Balance
Alternative Balance is a professional membership organization supporting wellness, beauty, fitness, and alternative health professionals nationwide. We provide specialized insurance programs, business resources, and support to help our members protect and grow their businesses.
We’re a values-driven, women & family-owned company that believes excellent service comes from clarity, integrity, and people who genuinely care. Our team is collaborative, detail-oriented, and deeply invested in delivering a 5-star member experience.
About the Role
We’re seeking a Customer Service Agent who is genuinely excited to help people, communicates clearly, and takes pride in accuracy and follow-through.
In this role, you’ll support members through phone, email, and chat, assist with account updates and renewals, and prepare insurance-related documentation. You’ll be an important part of ensuring our members feel confident, supported, and well taken care of.
We are specifically looking for candidates with experience providing customer support through CRM or similar customer management systems across phone, email, and chat. General front desk or in-person customer service experience alone does not meet the experience requirements for this position.
This position is hybrid and open to New Hampshire residents only.
This role requires either an active New Hampshire Property & Casualty (P&C) insurance license or a willingness to obtain licensure prior to the employee's first anniversary date.
What You’ll Do
Member Communication & Support
- Answer incoming phone calls, emails, and chats
- Provide clear, accurate guidance on membership details, coverage-related questions, and account needs
- Troubleshoot issues efficiently and escalate complex situations when needed
- Maintain a calm, professional, and supportive tone in all interactions
Renewals & Retention
- Complete renewal reminder outreach
- Answer member questions during the renewal process and encourage timely renewals
Insurance Documentation
- Create and process insurance documentation
- Ensure all documentation is accurate, consistent, and delivered on time
Account Management & Quality Control
- Update and maintain member accounts with strong attention to detail
- Keep accurate records of member interactions and account changes
Team Support
- Build working knowledge of policy wording requirements and coverage boundaries
- Assist with training new team members as needed
What We’re Looking For
Required
- 2 years of CRM-based customer support experience using phone, email, and chat
- Experience managing and documenting customer interactions within a CRM or similar customer management system
- Strong verbal and written communication skills
- Ability to multitask, prioritize, and manage time effectively
- Comfortable navigating software systems and learning new tools
- Must be familiar with Google Workspace, including Google Drive and related document storage and file management tools
- Patient, empathetic, and member-focused mindset
- Reliable, punctual, and team-oriented
- Active NH Property & Casualty insurance license OR willingness to obtain licensure prior to first anniversary date
- Must be a New Hampshire resident
Preferred
- Experience in insurance or membership-based organizations
- Confidence explaining policy-related information clearly and accurately
Why You’ll Like Working Here
- Supportive, friendly, and collaborative team
- Clear expectations and well-defined processes
- Meaningful work helping small business owners feel protected and supported
- Opportunities to build insurance and professional service expertise
Compensation
- $20-$22/hr for candidates who are not currently NH P&C licensed, with an increase upon obtaining licensure within the first year
- $24-$26/hr for candidates who currently hold an active NH P&C license
Schedule & Benefits
- Full-time, 40 hours per week, 9am-5pm
- Paid sick and vacation time
- IRA contributions
- Profit-sharing
- Hybrid work environment (office and remote balance)
- Company paid lunches while in the Henniker office
- Supportive and friendly team, organized management and owners who reciprocate strong ethics and integrity
Job Type: Full-time
Benefits:
- Paid time off
- Profit sharing
- Retirement
Application Question(s):
- Do you have at least 2 years of customer support experience using a CRM or similar system to communicate with customers by phone, email, and chat?
- Please briefly describe the CRM or customer management systems you have used in previous roles.
- Are you familiar with Google Workspace, including Google Drive and related document storage and file management tools?
- Are you able to work a consistent, scheduled shift with dependable attendance, Monday-Friday, 9am-5pm?
- Are you able to commute to our Henniker, NH office once a month?
- Are you legally authorized to work in the United States?
- Due to our small size, we currently do not offer health or dental insurance. Most employees purchase coverage on their own or through their spouses. Are you comfortable with this?
- Do you currently hold an active New Hampshire Property & Casualty license, or would you be willing to obtain licensure prior to your first anniversary date?
- Are you willing to undergo a background check? This may include a driving record check.
- Are you currently a New Hampshire resident?
Work Location: Hybrid remote in Henniker, NH 03242
Pay: $20.00 - $26.00 per hour
Benefits:
- Paid time off
Application Question(s):
- Do you have at least 2 years of customer service experience (phone, email, or chat)?
- Are you able to work a consistent, scheduled shift with dependable attendance? Mon-Fri 9-5.
- Are you able to commute to our Henniker, NH office once a month?
- Are you legally authorized to work in the United States?
- Due to our small size, we currently do not offer health or dental insurance. Most employees purchase on their own or through their spouses. Are you ok with this?
- Are you currently P&C licensed or would you be willing to complete licensure within 12 months of your hire date?
- Are you willing to undergo a background check? This may include a driving record check.
- Are you located in the US?
Work Location: Hybrid remote in Henniker, NH 03242
Salary : $24 - $26