Insurance Customer Service Representative

Job Summary
Winstead Insurance Agency is seeking a dependable, personable, and detail-oriented Customer Service Representative to join our team.

This position is an important part of our agency and involves working directly with customers to provide timely, knowledgeable, and professional service. The ideal candidate is someone who enjoys helping people, communicates well, takes ownership of problems, and is willing to learn the insurance business.

Insurance experience is preferred, but we are willing to train the right person.

Responsibilities

• Serve as a primary point of contact for customers by phone, email, and in-person.
• Assist customers with policy questions, billing concerns, changes to policies, certificates, documentation, and other service needs.
• Process customer requests accurately and efficiently while following agency procedures.
• Communicate with insurance carriers to resolve customer questions and service issues.
• Maintain accurate customer records and documentation within agency management systems.
• Handle customer concerns professionally and work toward effective solutions.
• Identify additional customer needs and opportunities for appropriate insurance reviews or referrals.
• Assist producers and other team members with customer service and administrative responsibilities.
• Maintain a strong working knowledge of the insurance products and services offered by the agency.
• Protect customer information and maintain appropriate confidentiality.
• Complete administrative tasks including data entry, document preparation, proofreading, and other office responsibilities as needed.
• Contribute ideas and take initiative to improve the customer experience and efficiency of the agency

Licensing

Previous insurance experience or an existing P&C license is preferred, but not required. The agency will provide training and support to help the right candidate learn the insurance business and prepare for licensing.

Experience

• Customer service, insurance, administrative, or related experience preferred.
• Excellent verbal and written communication skills.
• Comfortable and professional on the telephone.
• Strong attention to detail and accuracy.
• Ability to organize and prioritize multiple tasks.
• Comfortable learning new software and technology.
• Proficiency with Microsoft Office or Google Workspace.
• Ability to handle difficult customer situations professionally.
• Strong work ethic, reliability, and willingness to take initiative.
• Ability to work effectively both independently and as part of a team.
• Willingness to learn insurance products, terminology, and procedures.

Join us in delivering outstanding service that makes a difference!

Job Type: Full-time

Pay: $52,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Paid time off
• Professional development assistance

Language:

• Spanish (Preferred)

Ability to Commute:

• Elkton, MD 21921 (Required)

Work Location: In person

Salary : $52,000 - $60,000