What are the responsibilities and job description for the Licensed Insurance Customer Service Representative position at Otto Insurance Group?
About Us:
Otto Insurance Group is a growing insurance agency committed to delivering outstanding customer service and tailored insurance solutions. We value integrity, professionalism, and building strong relationships with our clients.
Job Summary:
We’re seeking a Licensed Insurance Customer Service Representative to join our team. In this role, you’ll support our clients by addressing inquiries, processing policy changes, resolving issues, and ensuring client satisfaction. You’ll work closely with agents and underwriters to provide excellent service and build lasting client relationships.
Responsibilities:
Handle inbound and outbound customer service calls and emails
Assist clients with policy inquiries, coverage options, billing questions, and claims processes
Process policy endorsements, renewals, cancellations, and payments
Maintain accurate records in agency management systems
Work with agents to follow up on leads, cross-sell, and upsell insurance products
Ensure compliance with state and federal regulations
Resolve client concerns quickly and professionally
Provide support during audits and maintain documentation
Qualifications:
Active insurance license (Property & Casualty)
Minimum [1-2] years of customer service experience in an insurance setting
Strong knowledge of insurance products, coverages, and procedures
Excellent verbal and written communication skills
Proficient in Microsoft Office and insurance agency management software
Detail-oriented with strong organizational skills
Benefits:
Competitive salary
Health, dental, and vision insurance
Simple IRA with company match
Paid time off and holidays
Ongoing training and licensing support
Friendly and supportive team environment
How to Apply:
Submit your resume and a brief cover letter to mbetts@otto-ins.com. Please include your active license details.