What are the responsibilities and job description for the Insurance Customer Service & Sales Agent position at Campbell Shuck Insurance?
Insurance Customer Service & Sales Agent
Job Summary
We are seeking a motivated, customer-focused Customer Service & Sales Agent to support both insurance servicing and self-storage leasing operations. This role blends customer service excellence, sales performance, policy and contract processing, payment handling, and light operational responsibilities.
The ideal candidate is detail-oriented, personable, sales-minded, and committed to delivering exceptional customer experience while supporting company growth and compliance standards.
Key Responsibilities
Customer Service, Support & Account Management
- Respond to customer inquiries via phone, email, online platforms, and in person.
- Process new insurance applications, policy updates, renewals, cancellations, and endorsements.
- Provide clear, accurate information regarding insurance policies, coverage options, rental agreements, pricing, and company services.
- Deliver exceptional service to both new and existing customers/tenants.
- Close new insurance policies and storage rentals.
- Upsell additional services such as insurance coverage, larger units, locks, or supplemental protection plans.
- Cross-sell relevant insurance products to meet customer needs.
- Close and process rental contracts.
- Maintain accurate customer and tenant records in CRM and property management systems.
- Monitor storage unit availability and occupancy levels.
- Resolve billing, coverage, claims, account, or rental concerns promptly and professionally.
Claims & Payment Processing
- Assist customers in navigating the insurance claims process, providing updates and guidance.
- Process payments (in person, by phone, and online).
- Manage past-due accounts and conduct collection outreach when necessary.
- Ensure billing accuracy and proper documentation of transactions.
Compliance & Operational Excellence
- Ensure compliance with state and federal insurance regulations, rental policies, and company standards.
- Maintain confidentiality and ethical handling of customer information.
- Stay up to date on industry trends, regulatory changes, products, and pricing updates.
- Support general facility operations to ensure a clean, professional, and welcoming environment.
Qualifications
- Insurance license (Property & Casualty) preferred; must be willing to obtain within 30 days of hire, if not currently licensed.
- Prior experience in customer service, sales, insurance, leasing, or a related field preferred.
- Strong verbal and written communication skills with the ability to explain complex information clearly.
- Proven ability to close sales and meet performance goals.
- Strong organizational and multitasking skills.
- Comfortable managing accounts, payments, documentation, and follow-up tasks simultaneously.
- Proficiency with CRM systems, property management software, and Microsoft Office Suite.
Working Conditions
- Full-time
- In-office
- Customer-facing environment (phone, online, and walk-in traffic)
Compensation & Benefits
- Competitive salary
- Paid time off
- Retirement plan options
- Additional benefits, as applicable