Customer Service Representative Job – Insurance Office

Job Summary

We are seeking a reliable and customer-focused Customer Service Representative to join our insurance office. The CSR will serve as the first point of contact for clients, providing assistance with policy inquiries, payments, claims, and general service needs. This role requires strong communication skills, attention to detail, and the ability to maintain a positive and professional demeanor in all interactions.

Key Responsibilities:

Greet and assist clients in person, over the phone, and via email.
Answer questions about insurance products, coverages, and policy details.
Process payments, update client information, and manage policy changes or renewals.
Prepare quotes and assist in generating new business opportunities.
Support agents with administrative tasks, documentation, and follow-ups.
Handle customer complaints or issues promptly and courteously.
Maintain accurate client records in the agency management system.
Coordinate with insurance carriers to resolve billing, claims, or underwriting questions.
Ensure compliance with company policies and state insurance regulations.

Qualifications:

High school diploma or equivalent (Associate’s or Bachelor’s degree preferred).
Prior experience in an insurance office or customer service environment strongly preferred.
Strong communication and organizational skills.
Proficiency with computers and office software; familiarity with insurance systems is a plus.
Ability to multitask, problem-solve, and maintain confidentiality.
Insurance license (such as Property & Casualty or Life & Health) preferred or willingness to obtain.