Licensed Customer Service Representative

Sales and Service Agents serve as essential members of our personal lines service and sales team. In this role, you will manage all inbound personal lines sales and service calls, providing exceptional support and guidance to our customers. Responsibilities include quoting and writing new business, cross-selling products, marketing, processing policy changes, answering billing inquiries, accepting payments, verifying insurance, and addressing a wide range of personal lines insurance needs.

Salary Range: $50000.00 - $55000.00 per year

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Weekly Team Meetings

Appreciation Lunches

Home/Worklife balance

Paid Holidays

Business Casual Attire

Casual Fridays

Incentive contests

Commission Opportunites

Local Community Involvement

Collaborative Work Environment

Wellness Programs

Paid Training and Continuing Education

Responsibilities

• Deliver professional, knowledgeable assistance to customers regarding personal lines service requests.
• Market and secure new personal lines business, including proactive cross-selling opportunities.
• Identify coverage gaps during routine interactions and educate customers on risk-mitigation options.
• Document all customer interactions and maintain accurate, up-to-date records and files.
• Use available technology effectively to complete daily tasks and service requests.
• Apply understanding of personal lines products, carrier guidelines, and agency procedures to support customer needs.
• Support the service team, manager, and other colleagues with tasks aligned to the responsibilities above.
• Some service work on commercial policies may be needed at times, involving policy changes, ID cards, payments, etc.

• Property & Casualty license required.
• Customer Service experience required.
• Strong verbal and written communication skills.
• Professional phone etiquette.
• High attention to detail with the ability to adhere to compliance standards and document conversations.
• Experience working with Microsoft office 365.
• Empathy and Problem solving skills.
• CRM experience preferred.
• Upselling and Cross Selling skills.