Insurance Customer Service Representative Trainee

Title: Insurance Customer Service Representative Trainee

As a Customer Service Representative within the Commercial Lines Processing Support Team, you will be part of a group focused on delivering exceptional service. You will collaborate closely with team members to ensure accurate processing, timely follow-up,

and consistent, high-quality support. You’ll also support Account Managers in delivering a seamless client experience and helping retain commercial accounts

Essential Functions & Responsibilities

• Contribute proactively to team inbox work and daily task workflow.
• Ensure timely completion of all assigned items.
• Issue Certificates of Insurance and Evidence of Property forms promptly.
• Process driver and vehicle additions, deletions, changes, and Auto ID Cards.
• Review endorsements for accuracy and alignment with AMS requests.
• Process incoming carrier documents received via email, mail, and carrier portals.
• Download, upload, and process policies, quotes, and proposals for policy checking.
• Maintain and update insured information in the Agency Management System.
• Maintain professional relationships with team members, clients, and carriers.
• Adhere to agency procedures and Errors & Omissions guidelines.
• Perform additional duties and projects as assigned.

Required Skills & Attributes

• Strong relationship-building and a proactive, client-focused communication style.
• High attention to detail and accuracy in a fast-paced environment.
• Excellent organizational, multitasking, and time-management skills.
• Team-oriented, solutions-focused approach with strong problem-solving ability.
• Ability to work independently with accountability and minimal supervision.

Education & Experience

• High school diploma or GED required; college degree preferred.
• Prior customer service experience preferred.
• Property & Casualty license preferred or willingness to obtain within 60 days of hire.
• Proficiency with Microsoft Office; experience with AMS systems is a plus.

Work Schedule & Environment

This is a full-time, in-office role. You must be able to work on-site in the Logan, Utah office 5 days per week.

Compensation

Hourly Rate: $17.00–$18.50/hr (DOE)

This role includes a comprehensive benefits package, licensing support, skill development opportunities, and a defined growth path within the commercial lines service team, ensuring overall competitiveness in the Utah market.

Career Growth & Development

• Our structured development path is designed to help team members build technical skills and advance into higher-level service and account management roles:
• Entry Level: CSR Trainee ~60 days
• CSR I ? CSR III ~ 6–9 months in each role
• Junior Account Manager ? Account Manager ~ 1-2 years in each role Throughout your progression, you will have access to:
• Mentorship and hands-on training
• Increasingly complex responsibilities
• Support for earning professional designations (e.g., CISR, CIC)
• Cross-functional development opportunities

Benefits

• Medical, dental, and vision insurance
• FSA (traditional & dependent care)
• Supplemental insurance options (STD, LTD, Life/AD&D, LTC)
• 401(k) with Safe Harbor employer contribution
• PTO, floating holidays, sick leave, and paid holidays
• Paid leave programs (jury duty, parental, volunteer, disability)
• Employee Assistance Program & discount programs
• Designation course reimbursement