Client Service & Sales Support Representative

Were looking for a detail-oriented, relationship-driven CSSR to support client onboarding, retention, and account experience inside a growing insurance agency. This is not a call center role. This is a client relationship + retention support role designed to make sure every client we write actually stays, understands their coverage, and has a smooth experience with our agency.

What youll do:

• Onboard new insurance clients within 2 business days
• Ensure policies are issued correctly and clients understand their coverage at a high level
• Handle documentation, billing setup, and carrier requirements
• Provide proactive follow-up with new clients after binding
• Identify coverage gaps and future opportunities (home, auto, umbrella, life)
• Maintain clean client files and accurate CRM notes
• Help create a consistent, high-touch client experience

What were looking for:

• Strong communication skills (phone comfort is required)
• Detail-oriented and organized
• Coachable and consistent with process
• Comfortable working in a structured system without sounding robotic
• Prior insurance or customer service experience is a plus, not required

Compensation:

• $12-14/hr base pay
• Up to $1,000/month performance bonus based on:
• onboarding completion quality
• timely follow-ups
• client experience standards
• accurate opportunity tracking (X-dates, coverage gaps, etc.)

Additional earning opportunities:

• Separate commission opportunity for successfully referred or assisted life insurance cases
• Occasional performance rewards (gift cards, event tickets, etc.) based on consistency and execution
• Growth opportunity as the agency expands (additional responsibilities, higher earning potential)

Why this role exists:

Were building an agency focused on long-term client relationshipsnot one-time transactions. This role ensures that every client is properly taken care of after the sale, which directly impacts retention, referrals, and long-term growth.

What success looks like:

• Clients feel supported after binding, not forgotten
• Fewer issues at renewal
• Strong retention across the book
• Clean onboarding process every time
• Consistent identification of future opportunities

Salary Range: $12.00 - $14.00 per hour

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Flexible Schedule

Responsibilities

What youll do:

Onboard new insurance clients within 2 business days

Ensure policies are issued correctly and clients understand their coverage at a high level

Handle documentation, billing setup, and carrier requirements

Provide proactive follow-up with new clients after binding

Identify coverage gaps and future opportunities (home, auto, umbrella, life)

Maintain clean client files and accurate CRM notes

Help create a consistent, high-touch client experience

What were looking for:

Strong communication skills (phone comfort is required)

Detail-oriented and organized

Coachable and consistent with process

Comfortable working in a structured system without sounding robotic

Prior insurance or customer service experience is a plus, not required

Must be licensed in at least property and casualty - $500 sign on bonus paid after probation period.