Customer Service Representative

Salary: $54,000–$57,000 per year (depending on experience, education, and skills)
Schedule: Monday–Friday | Full-time | In person with some remote days

About Us

We are a growing independent insurance agency focused on delivering genuinely helpful, relationship-driven service. If you enjoy connecting with people, staying organized, and being part of a supportive team, you’ll feel right at home here.

We believe in “hiring the personality and training the skill”—so if you bring a positive attitude, we’ll invest in your insurance knowledge and career development.

About the Role

As our Customer Service Representative, you’ll be one of the first points of contact for our personal lines clients. Your job is to help people feel supported, informed, and well taken care of. You’ll learn the insurance side as you go—we’ll guide you through it step by step.

What You’ll Do

• Provide friendly, responsive support to clients by phone, email, and in person
• Assist with policy changes, billing questions, renewals, and general service needs
• Review renewal notices to identify discounts and coverage improvement opportunities
• Maintain accurate and organized client records
• Support cross-selling of additional insurance products
• Help with occasional marketing events and team projects

Who Thrives Here

You’ll be a great fit if you:

• Are warm, friendly, and professional
• Enjoy helping people and solving everyday problems
• Stay organized and handle multiple tasks without stress
• Learn quickly and adapt to new systems
• Communicate clearly—both verbally and in writing
• Bring a positive attitude to the workplace

Requirements

• Pleasant, service-oriented personality
• Strong verbal and phone communication skills
• Ability to manage detailed tasks with changing priorities
• Basic proficiency with Microsoft Office and Outlook
• Property & Casualty License (after six months of progress, we will help you obtain your license and the costs)

(Note: If you already hold a P&C license, great. If not, we’ll help you get it.)

What You’ll Learn

• Personal lines insurance fundamentals
• How to work with major insurance carriers
• Client communication and account servicing skills
• Cross-selling and customer experience best practices

Compensation & Benefits

• Salary: $54,000–$57,000/year
• 401(k) with employer non-elective contributions paid to your account
• Paid vacation and time off
• Incentive compensation
• Quarterly and annual bonuses if team goals are met
• Short-term disability and life insurance
• Health insurance group benefits available and negotiable
• Reimbursement for licensing, continuing education, and professional certifications

If you’re excited about building a career in insurance and want to join a team that values people, growth, and great service—we’d love to meet you.