Customer service rep/ Book manager (Willing to train)

Welcome to our agency! At Joshua Monette Paz Farmers Insurance in Woodland Hills, we believe that insurance is about more than just policiesit is about people and the peace of mind they deserve. We are a close-knit group that values transparency, kindness, and hard work. As our new CSR/ Book Manager, you will be the heartbeat of our office operations. You aren't just filing paperwork or answering phones; you are the friendly face and voice that our clients rely on when they need support the most. You will play a vital role in managing our existing book of business, ensuring every client feels heard, valued, and well-protected. We are looking for someone who enjoys organizing, solving problems, and genuinely connecting with others. If you are looking for a place where your contributions make a tangible difference in our local community and want to grow your career in a supportive, high-energy environment, we would love to have you join our team. Come help us continue to provide excellent service to the people of Woodland Hills.

Salary Range: $3000.00 - $5000.00 per month

Monthly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Responsibilities

Serve as the primary point of contact for our policyholders, addressing their inquiries with care and accuracy.

Proactively review existing client accounts to ensure coverages are appropriate and up to date.

Process policy changes, billing updates, and payment inquiries while maintaining meticulous records.

Assist the agency owner with day-to-day administrative tasks to keep the office running smoothly.

Identify potential coverage gaps and provide clients with professional recommendations to better protect their assets.

Coordinate renewal cycles and reach out to clients to discuss any adjustments needed for their upcoming policy terms.

Active Property & Casualty Insurance License

Active Personal Lines license

Strong proficiency in agency management systems and Microsoft Office suite.

Minimum of one year of experience in an insurance agency setting.

Clear and professional verbal communication skills for client interactions.

Keen attention to detail for managing policy renewals and account records.

Bachelor Degree preferred but not required.