Insurance Customer Service Representative - $16 hr

Description

We are looking for a new team member who is interested in learning about small business and has an enterprising spirit. This role will assist in serving our current customers and ensuring that our commitment to running a family business is always being maintained.

Their job description covers responding to customer inquiries and resolving complaints or forwarding them to the appropriate department for solution.

This customer service representative has the role of attending to calls and correspondences, providing information with respect to insurance policies, and also communicating any changes in policy to existing and prospective clients.

He/she serves as a middleman between the insurance company and its customers; his/her job could be seen as that of an image maker as they occupy such an important position that their direct actions or inactions could lead to a loss of existing or potential customers to the company.

A customer care representative is meant to keep the customers informed and satisfied at all times.

Responsibilities

• Schedule appointments for producers in the office
• Answer phones for customers and ensure positive experience with every interaction.
• Prospect potential customers to generate new business (referrals/cross-sells/new leads).
• Coordinate daily appointments, phone meetings, annual policy reviews for agent.
• Resolve customer inquiries 
• Support Office Operations

Qualifications

Core Skills & Traits

• Clear and professional communication skills (both phone and written)

• Strong organizational and time-management abilities

• Positive attitude and customer-service mindset

• Willingness to learn about the insurance industry and office operations

• Dependable, punctual, and detail-oriented

Technical Abilities

• Basic computer literacy (Microsoft Office, email, internet research)

• Ability to learn scheduling and CRM tools quickly

• Comfortable making outbound calls to prospects and handling inbound customer inquiries

Professional Qualities

• Team player who can also work independently with minimal supervision

• Professional phone etiquette and ability to maintain composure with customers

• Respect for confidentiality and handling of sensitive information

Preferred Background

• Coursework or interest in business, marketing, communications, or related fields

• Previous customer service, sales, or office support experience (preferred but not required)

• Demonstrated initiative through school projects, part-time jobs, or volunteer work

Contact Information