Insurance Assistant Customer Service Representative

Job Description

We’re looking for an experienced, detail-oriented, and dependable individual to join our team as an Assistant Customer Service Representative. This role is ideal for a licensed insurance agent or experienced CSR who enjoys servicing clients and supporting an agency, without the pressure of sales.

Position Overview

This position focuses on servicing existing clients, handling policy changes, and supporting daily agency operations. The ideal candidate is comfortable working in a fast-paced environment and has prior experience in insurance or customer service.

Responsibilities

• Assist clients with policy servicing (changes, updates, billing questions, etc.)
• Answer and route incoming calls professionally
• Respond to client emails and service requests
• Process endorsements, certificates, and policy documents
• Support agents with day-to-day account management
• Maintain accurate client records and data entry
• Help ensure a smooth and positive client experience

Qualifications

• Prior experience in insurance or customer service (required)
• Insurance license preferred (or willingness to obtain)
• Strong communication and organizational skills
• Comfortable with agency management systems and basic computer tools
• comfortable working independently
• Detail-oriented and able to multitask
• Reliable and professional
• Bilingual is a plus, but not required.

What Makes This Role a Good Fit

• Perfect for an agent who prefers servicing over sales
• No sales quotas or production pressure
• Supportive team environment
• Opportunity to grow within the agency

Benefits

• Paid time off
• Retirement plan

Supplemental Pay:

• Bonus opportunities

About Us

We’re a fast-paced, fun, and friendly team that takes pride in delivering old-school customer service while helping clients with their insurance and financial needs. As a smaller office, we value strong relationships, teamwork, and attention to detail, and we’re looking for the right person to grow with us and make a real impact.

Job Type: Full-time

Pay: $16.30 - $23.00 per hour

Benefits:

• 401(k)
• Paid time off

Experience:

• Office: 2 years (Preferred)
• Customer Service: 3 years (Preferred)

Ability to Commute:

• West Linn, OR 97068 (Required)

Ability to Relocate:

• West Linn, OR 97068: Relocate before starting work (Preferred)

Work Location: In person