Job Description

Posted 1 week ago

Our client is seeking an experienced Office Assistant to join their team. This position is ideal for someone who already has experience working in the insurance industry and understands the importance of accuracy, confidentiality, timely follow-up, and exceptional customer service.

The successful candidate will assist existing customers with policy-related needs while providing administrative support to licensed agents. Previous insurance agency, carrier, or related industry experience is strongly preferred, as our client is looking for someone who can bring an existing understanding of insurance terminology, policies, and customer service processes to the role.

Pay & Schedule:

• $18.00–$20.00/hour
• Monday–Friday
• 8:30 AM–5:00 PM
• Full-Time, Permanent

Position Overview

As an Insurance Customer Service Representative, you’ll play an essential role in the daily operations of the agency. You’ll communicate directly with policyholders, respond to insurance-related requests, maintain accurate customer records, and assist agents with new business, renewals, and ongoing policy servicing.

This position requires someone who is comfortable discussing insurance-related matters with customers and understands how important accuracy and attention to detail are when handling policies, coverage documentation, billing questions, and claims information.

Key Responsibilities

Customer & Policy Service

• Assist customers in person, by phone, and via email
• Respond to policy and billing-related questions
• Process requests for certificates of insurance and other policy documentation
• Assist with claims intake and direct customers through the appropriate process
• Help customers with policy changes and renewal-related requests
• Follow up with clients regarding outstanding information or documentation
• Route coverage questions or more complex insurance matters to the appropriate licensed agent

Insurance & Administrative Support

• Assist agents with new business submissions and policy renewals
• Collect and verify information for quotes, applications, and policy changes
• Prepare insurance forms, correspondence, and supporting documentation
• Maintain accurate customer and policy information within the agency management system
• Process incoming and outgoing insurance documents, emails, and correspondence
• Perform outbound customer follow-up
• Complete data entry, scanning, filing, and document management
• Help ensure required documentation is complete and accurately maintained

Qualifications

• Previous insurance industry experience strongly preferred
• Experience working in an insurance agency, brokerage, carrier, or similar insurance environment is highly desirable
• Familiarity with insurance terminology, policies, renewals, claims, certificates, or related processes
• Current insurance license is a plus
• Candidates with relevant insurance experience who are not currently licensed should be willing to obtain the appropriate license
• Previous customer service and office experience
• Strong verbal and written communication skills
• Professional phone etiquette and a customer-focused approach
• Excellent organizational skills and attention to detail
• Comfortable working with agency management systems, Microsoft Office, email, and other computer software
• Ability to handle confidential customer and policy information professionally
• Ability to multitask and prioritize in a busy office environment
• Ability to work independently while contributing to a team

Why Join Our Client?

• Monday–Friday daytime schedule
• Full-time, permanent opportunity
• Opportunity to continue building your career in the insurance industry
• Professional and supportive office environment
• Opportunity to expand your insurance knowledge and responsibilities
• Licensing support for qualified candidates as needed
• Competitive pay based on experience

Apply Today!

If you have previous insurance experience and are looking for a full-time opportunity where you can put your industry knowledge and customer service skills to work, apply today for the Insurance Customer Service Representative position!

Apply here

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