Licensed Customer Service Representative, Insurance

📋 Description

• Manage all aspects of assigned personal lines accounts, including policy changes, cancellations
• Review client accounts and recommend or add appropriate coverage based on customer needs.
• Respond promptly and professionally to incoming customer calls and emails, identifying needs and
• Build and maintain strong, productive relationships with customers, insurance carriers, and other
• Support customer retention by identifying opportunities to transfer existing clients to sales when
• Prepare and process required documentation, including applications, policy change requests

🎯 Requirements

• Active Property & Casualty (P&C) insurance license required.
• Demonstrated customer service experience supporting home and auto insurance customers, preferably
• Strong understanding of insurance account servicing, policy changes, coverage, payments
• Experience with AMS360, PL Rater, or other insurance rating and agency management tools is
• Strong written and verbal communication skills, with the ability to build positive relationships
• Excellent attention to detail, organization, decision-making, prioritization, and time-management

🎁 Benefits

• Competitive annual salary of $44,000–$56,000.
• Fully remote work-from-home opportunity.
• Medical, dental, and vision insurance.
• Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care FSA options.
• Three weeks of paid time off plus generous holiday time.
• Paid parental leave and baby cash benefit.