What are the responsibilities and job description for the Insurance Customer Service Representative position at Coalter Insurance Group?
Company Description Coalter Insurance Group is an independent insurance agency focused on serving clients with the best possible coverage at a competitive price. The team is committed to delivering responsive, professional support for policy changes, billing questions, and claims discussions. Customer service representatives are known for handling requests quickly and accurately, backed by well-trained, experienced staff. The agency leverages its expertise to tailor comprehensive insurance programs that fit each client’s unique needs.
Role Description The Insurance Customer Service Representative is a full-time, on-site role based in Jackson, MO. In this position, you will respond to client inquiries about policies, billing, and claims, ensuring accurate information and timely resolution. You will process policy changes, update customer records, and assist with quoting and coverage options under the guidance of licensed agents. The role includes coordinating with carriers, tracking documentation, and following up on pending items to support smooth client service. You will also contribute to maintaining a positive office environment and upholding the agency’s standards for professional, client-focused service.
Qualifications
- Strong customer service and communication skills, with the ability to handle client requests professionally and clearly.
- Attention to detail and organizational skills for managing policy updates, documentation, and follow-up activities.
- Basic computer proficiency, including use of agency management systems, email, and office productivity tools.
- Ability to work collaboratively in an office setting and build effective relationships with clients and team members.
- Prior experience in insurance, financial services, or a customer-facing office role is preferred but not required.
- High school diploma or equivalent required; additional training or licensing in insurance is a plus and may be supported by the agency.
- Reliability, professionalism, and a client-focused mindset aligned with the agency’s commitment to service.