About the Role:
Are you a driven, goal-oriented professional looking to build a long-term career in the insurance industry? We are seeking a Customer Service Representative who brings energy, ambition, and professionalism to every interaction. This role is designed for individuals who thrive in fast-paced environments and are eager to grow into a licensed insurance sales position.
Key Responsibilities:
Deliver exceptional customer service through in-person, phone, and digital interactions
Manage customer inquiries with accuracy and urgency
Support day-to-day operations including policy changes, billing questions, and claims assistance
Uphold compliance and confidentiality standards
Maintain accurate records and documentation in our agency management system
Collaborate with team members and management to meet performance benchmarks
Participate in ongoing training and coaching for personal and professional development
Assist with marketing and outreach initiatives to drive business growth
Ideal Candidate Profile:
Ambitious with a desire to grow within the insurance industry
A self-starter who takes initiative and thrives with minimal supervision
Bilingual (Spanish strongly preferred)
Coachable and receptive to feedback
Goal-oriented and motivated by performance metrics
Strong communicator — both written and verbal
Fast learner who can adapt to changing processes and systems
Computer literate — comfortable using CRM systems, email platforms, and digital tools
Good listener with strong empathy and interpersonal skills
Preferred Qualifications:
Property and Casualty Licensed and previous experience in customer service, retail, or office environments
Interest in obtaining a property & casualty or life & health insurance license (training support available)
High school diploma or equivalent; college coursework or degree preferred
Why Join Us?
Opportunity for promotion into licensed insurance sales
Supportive, values-driven team culture
Ongoing professional development and mentorship
Potential for bonuses and career advancement