Customer Service Representative
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Overview
Job Description
This is an operations and service support role focused on handling day-to-day policy servicing tasks, that takes ownership, moves with urgency, and genuinely cares about protecting clients and growing relationships.
We are looking for a mindset that doesn't just service policies, rather looks to partner with business owners, solve problems, and build long-term trust. If you are someone who thrives in a fast-paced environment, takes pride in your work, and wants to be part of a high-performing, growth-focused team, keep reading.
Salary Range: $36000.00 - $48000.00 per year
BenefitsAnnual Base Salary + Bonus Opportunities
Flexible Schedule
Health Insurance
Life Insurance
Disability Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Work from Home
Paid Time Off (PTO)
Responsibilities
Core Responsibilities
- Process policy changes including endorsements, cancellations, and reinstatements
- Issue certificates of insurance (COIs) accurately and in a timely manner
- Respond to client inquiries related to billing, coverage, and policy servicing
- Support the renewal process by gathering exposure data, applications, and loss runs
- Assist with claims inquiries and provide support in communicating with carriers
- Maintain accurate and up-to-date policy documentation in the agency management system
- Communicate with insurance carriers to complete servicing tasks and follow up on requests
Ensure compliance with internal workflows, procedures, and timelines
Provide administrative and service support to Account Managers/Executives
RequirementsQualifications & Skills
- 13+ years of commercial insurance customer service experience
- Active Property & Casualty (P&C) license
- Basic understanding of commercial insurance coverages and terminology
- Experience with agency management systems
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Ability to prioritize tasks, meet deadlines, and manage multiple requests simultaneously
- Proficiency in Microsoft Office (Outlook, Excel, Word)
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
