Licensed Insurance Customer Service

Job Overview
The Customer Service Representative (CSR) provides prompt, accurate, and professional support to customers by phone, email, chat, and/or in person. The CSR resolves inquiries, handles service requests, documents interactions, and helps ensure a positive customer experience while meeting quality, compliance, and performance standards.

Responsibilities

• Respond to customer inquiries regarding products, services, billing, account updates, and general support.
• Resolve routine and moderately complex issues by gathering information, troubleshooting, and applying established procedures.
• Document customer interactions accurately in CRM and other systems (notes, actions taken, follow-ups).
• Process service transactions such as address changes, payment support, policy/account updates, and appointment scheduling (as applicable).
• Educate customers on self-service options, digital tools, and available resources.
• Escalate issues appropriately when outside authority level or when additional expertise is required.
• Maintain a high standard of professionalism, empathy, and confidentiality in all customer interactions.
• Meet or exceed performance expectations for quality, timeliness, attendance, and customer satisfaction.
• Collaborate with team members and internal departments to ensure timely resolution and consistent service.
• Follow all applicable regulatory, privacy, and security requirements and internal guidelines.

Requirements

• High school diploma or GED (or equivalent experience).
• Required: Active Property & Casualty (P&C) insurance license.
• Plus: Active Life insurance license (preferred)
• 1 years of customer service experience
• Basic computer skills, including ability to navigate multiple applications and web-based systems.
• Typing/keyboard proficiency with strong accuracy.
• Ability to navigate multiple systems while speaking with customers (basic technical proficiency).
• Excellent problem-solving skills and attention to detail.
• Ability to learn new software and follow documented processes.
• Strong communication skills (verbal and written).
• Reliable attendance and professionalism.

Core Competencies

• Customer focus and empathy
• De-escalation and conflict resolution
• Active listening and clear communication
• Time management and prioritization
• Accuracy, compliance, and confidentiality
• Teamwork and adaptability

Pay: $18.00 per hour

Benefits:

• Flexible schedule

Work Location: In person

Salary : $18