Customer Service Representative --Front Desk

The Matthew Smith Agency in Columbia, Missouri is looking to expand his workforce! The Customer Service Representative will be the face of the agency, handling all walk ins, answering phone calls, helping with claims, and other administrative tasks. You will be playing a key role in client retention and satisfaction! If you are personable and enjoy working directly with clients and being apart of a team, this role is perfect for you! Apply today!

Salary Range: $48,000.00 - $58,000.00 per year

Annual Base Salary Commission Bonus Opportunities

• High school diploma required; Associate's or Bachelor's degree preferred
• 1 years of customer service experience (insurance or financial services preferred)
• Active state Property & Casualty (P&C) license, or willingness to obtain within [X] days of hire
• Strong verbal and written communication skills
• Proficiency with CRM/agency management software (e.g., AMS360, EZLynx, Applied Epic) and Microsoft Office
• Ability to multitask in a fast-paced environment while maintaining accuracy
• Strong problem-solving skills and a client-first attitude

• Answer inbound calls, emails, and chat inquiries regarding policy coverage, billing, and claims
• Process policy changes, endorsements, and renewals accurately and efficiently
• Assist clients with the initial steps of filing claims and follow up on claim status
• Explain coverage options, premiums, and policy terms in clear, easy-to-understand language
• Identify opportunities to cross-sell or upsell additional coverage (auto, home, life, umbrella, etc.)
• Maintain accurate and up-to-date client records in the agency management system
• Resolve customer complaints or escalate issues to the appropriate department
• Collaborate with agents and underwriters to ensure smooth policy servicing
• Meet or exceed customer satisfaction and response-time goals