What are the responsibilities and job description for the Insurance Customer Service Representative position at Taylor Moore Agency?
Job Description
We welcome applicants from early-career professionals to highly experienced individuals with extensive backgrounds. Compensation will be based on experience.
Taylor-Moore Agency is seeking a motivated, detail-oriented individual who performs best in a structured environment and communicates in a clear, professional manner. This role is ideal for someone who values consistency, enjoys helping clients, and takes pride in doing work accurately and thoroughly.
You do not need prior insurance experience — we will train the right person.
Even if your experience does not align perfectly with every qualification listed, we encourage you to submit an application. We consider a combination of skills, potential, and overall fit when evaluating candidates.
This Role Is Ideal for Someone Who:
• Is dependable and follows instructions carefully
• Communicates in a clear, concise, and professional manner
• Enjoys helping people while maintaining professionalism
• Is comfortable speaking with clients by phone, email, and in person
• Thrives in structured environments with defined procedures
• Is organized and attentive to details
• Can manage routine tasks with consistency
• Maintains composure during busy periods or client concerns
• Is motivated to learn and grow in a professional career
This is a structured, process-driven role. Success comes from reliability, accuracy, professionalism, and a willingness to learn.
Work Environment & Expectations
• Structured workflow with clear procedures
• Professional office setting
• High attention to detail required daily
• Combination of client interaction and independent work
• Ongoing training and skill development
This position is well-suited for someone seeking stability, professional growth, and a long-term career path in insurance.
Benefits
Health Insurance
Retirement Plan
Paid Time Off (PTO)
Life Insurance
Disability Insurance
Paid Licensing Support
Ongoing Training & Mentorship
Career Advancement Opportunities
Professional, Team-Oriented Environment
Responsibilities
What You’ll Be Responsible For
• Assisting clients with personal insurance policies (home, auto, renters, umbrella, etc.)
• Quoting new business and explaining coverage options clearly
• Processing policy changes, renewals, claims and cancellations
• Responding to client questions and service requests
• Maintaining accurate and organized client documentation
• Following carrier guidelines and agency procedures
Most daily tasks are structured and repeatable. This role requires responsiveness to client needs and the ability to stay organized in a moderately fast-paced environment.
Requirements
Required Qualifications
• High school diploma or equivalent
• College degree preferred, but not required
• Strong written and verbal communication skills
• Basic computer proficiency
• Ability to stay organized and manage tasks consistently
• Willingness to obtain a Property & Casualty License within 6 months (agency will support and pay for licensing)
Nice to Have (Not Required)
• Customer service or office experience
• Sales or retail experience
• Active Property & Casualty License
• Experience working with detailed documentation
Important
This is an in office, full time position.
To move forward in the hiring process, you must complete the assessment.
We hire for long-term fit, work ethic, and growth potential — not just prior experience. If you are dependable, detail-oriented, and motivated to build a professional career, we encourage you to apply.
Salary : $50,000 - $70,000