Licensed Insurance Customer Service Representative

We are seeking a licensed, organized, and client-focused Insurance Customer Service Representative to join our team. In this role, you will focus entirely on account management, administrative support, and policy retention. Instead, you will work closely with our existing client base to provide exceptional service, process policy changes, and help maintain strong customer relationships. We place a high value on work/life balance, offering a highly predictable daytime schedule with absolutely no late nights, holiday shifts, or weekends required. We offer a competitive hourly base salary based on your credentials, clear performance and retention bonuses, and a stable working environment.

Salary Range: $18.00 - $23.00 per hour

Hourly Base Salary + Bonus Opportunities

Flexible Schedule

Career Growth Opportunities

Hands on Training

Responsibilities

• Process daily policy administration tasks, including endorsements, certificates of insurance, reinstatements, and coverage adjustments.
• Answer inbound client inquiries regarding billing statements, payment scheduling, and premium changes with clarity and professionalism.
• Proactively manage account retention by tracking pending cancellations for non-payment and reaching out to clients to help save their coverage before a lapse occurs.
• Identify organic cross-sell and up-sell opportunities during routine service interactions and pass those warm leads cleanly to our full-time production team.
• Maintain complete, accurate, and detailed activity notes within our internal agency management systems.

• Active Property & Casualty (P&C) License is required.
• Bilingual fluency in English and Spanish is highly preferred and qualifies for our top-tier hourly base salary bracket.
• Proven experience in a customer service, account management, or administrative role within an insurance agency.
• Strong communication, listening, and problem-solving skills with a patient, customer-first approach.
• High attention to detail and data accuracy when navigating insurance carrier portals and internal databases.
• Ability to work independently and manage a structured, high-activity daily task queue.