insurance customer service representative

Lion's Gate Insurance

<p><b>Position Overview</b></p><p>We are seeking a detail-oriented and customer-focused Customer Service Representative to join our small, independent insurance agency. You will be the first point of contact for our clients, handling policy inquiries, scheduling appointments, managing administrative tasks, and supporting our licensed insurance agents. This is a full-time role working closely with the owner/agent who has been in the insurance business for over 20 years. Ideal for someone with insurance industry experience or a strong service orientation who is ready to learn the ins and outs of personal and auto insurance.</p><p><b>Key Responsibilities</b></p><p><b>Customer Service &amp; Communication</b></p><ul><li>Answer inbound calls professionally and route to appropriate agents; handle routine customer questions about policy coverage, claims status, and payment options</li><li>Respond to customer emails and inquiries in a timely manner; document interactions in the agency management system</li><li>Schedule agent appointments and customer consultations; manage calendar logistics</li><li>Process routine requests including address changes, policy document delivery, payment posting, and receipt confirmation</li></ul><p><b>Administrative &amp; Operational Support</b></p><ul><li>Data entry into agency management system (policy information, customer updates, renewals)</li><li>File organization and document management; maintain organized customer records and policy files</li><li>Prepare renewal notices, policy documents, and customer communications for distribution</li><li>Process incoming mail and documents; organize and route to appropriate team members</li><li>Light bookkeeping tasks, including invoice tracking and payment processing</li></ul><p><b>Sales Support</b></p><ul><li>Gather information from new prospect inquiries and compile in agency management system</li><li>Prepare quote packages and policy documents for agent review and client presentation</li><li>Follow up on pending quotes and track policy status through to binding</li><li>Maintain and update customer contact lists and lead tracking spreadsheets</li></ul><p><b>Required Qualifications</b></p><ul><li>1&ndash;3 years of customer service experience in an insurance agency, insurance broker office, or similar customer-facing role</li><li>Working knowledge of personal auto insurance (coverage types, limits, deductibles) or willingness to learn quickly</li><li>Proficiency with insurance agency management systems (e.g., Salesforce, HubSpot, AgencyBloc, or similar CRM platforms)</li><li>Strong organizational skills with ability to manage multiple tasks and priorities simultaneously</li><li>Excellent written and verbal communication skills; professional phone presence</li><li>Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and general computer literacy</li><li>High school diploma or equivalent; some college or college degree preferred</li></ul><p><b>Preferred Qualifications</b></p><ul><li>Georgia insurance license (or willingness to obtain within 90 days of hire)</li><li>Experience with independent insurance agencies or brokers</li><li>Experience with online quote systems and policy rating platforms</li><li>Bilingual capability (English/Spanish/Arabic) a plus</li></ul><p><b>Required Skills &amp; Attributes</b></p><ul><li>Calm and professional demeanor when handling frustrated or upset customers</li><li>Detail-oriented with strong attention to accuracy in policy data entry and documentation</li><li>Proactive problem-solver who takes initiative without constant supervision</li><li>Team player who supports agents and colleagues in a collaborative environment</li><li>Commitment to continuous learning and professional development in the insurance industry</li></ul><p>Pay: $18.00 - $20.00 per hour</p><p>Benefits:</p><ul><li>Flexible schedule</li></ul><p>Application Question(s):</p><ul><li>Do you have experience working in an insurance agency or a broker's office? If yes, how many years and what was your role?</li><li>What's your experience with CRM systems or agency management software?</li><li>Why are you interested in this insurance CSR role?</li></ul><p>Language:</p><ul><li>Spanish (Preferred)</li></ul><p>Work Location: Hybrid remote in Atlanta, GA 30341</p>

Customer Service Representative

Cornerstone Bank

<div><div><div><div><div><div><div><b>The Customer Service Agent position offers personal and professional growth opportunities. Successful candidates will learn various insurance products and help existing clients meet their insurance needs.</b><br>
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JOB DUTIES<p><br>
Conduct annual reviews with existing clients and offer additional products as needed. Process applications, changes and related forms. Prepare and present quotes. Accept and document customer payments. Maintain client files and record all transactions. Report claims and track resolutions. Prepare and oversee individual client&rsquo;s insurance portfolios.</p><p></p><p><br>
QUALIFICATIONS</p><p>
Equivalent to a high school education minimum. One &ndash; two years post-secondary education in business or insurance experience preferred. Must hold a valid driver&rsquo;s license. Must obtain insurance license and maintain continuing education hours meeting the State Insurance Department requirements if license is not currently held. Working knowledge of personal computers and the suite of Microsoft Office products. Must be accurate and detail oriented. Ability to interact effectively with customers, management and co-workers. Ability to work in a team atmosphere and independently. Will provide unmatched customer service and exhibit the core values of Cornerstone Bank.</p><p></p><p><br>
WE OFFER:</p><ul><li>
Vacation and Paid Time off Days</li><li>
Paid Holidays</li><li>
Retirement plan contribution</li><li>
Life Insurance and Long Term Disability Insurance</li><li>
Health, Dental &amp; Vision Insurance</li><li>
Career growth potential</li><li>
Bonus programs</li><li>
Family atmosphere</li></ul><p></p><p><br>
Cornerstone Bank is an Equal Opportunity Employer/Veterans/Disabled.</p></div></div></div></div></div></div></div></div>

Customer Service Agent

Alliant Insurance Services

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
<br><b>More information is available on the company's website at:</b> www.alliant.com.
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SUMMARY
<br><br>
Responsible for administrative and transactional support to SES leadership and internal teams. Process insurance for Financial Institutions' trust-owned assets. This role focuses on accurate data entry, email and inbox management, phone support, claims intake, workflow queue handling, and organized communication support. All work is performed under the direction of senior team members or licensed personnel.
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ESSENTIAL DUTIES AND RESPONSIBILITIES
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Enter, update, and maintain property insurance, occupancy, and valuation data in SES systems. Ensure records are accurate, complete, and audit-ready in accordance with established workflows.
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Set up and maintain standard internal coverage records and external policy tracking. This includes renewal status updates and required documentation.
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Attach, index, and organize supporting documentation to ensure complete files and proper system records.
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Process routine endorsements and submit completed insurance transactions through defined SES workflows under senior supervision.
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Send pre-defined correspondence related to external policy follow-ups and renewals. Escalate exceptions or non-standard issues to senior staff.
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Prepare and validate routine billing entries. Assist with basic discrepancy reviews and respond to routine billing, reporting, documentation, and system-related inquiries within defined scope. Route complex items appropriately.
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Answer incoming calls professionally, handle routine inquiries, and document call activity in SES systems.
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Route non-standard or coverage-related questions to licensed or senior personnel.
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Monitor assigned individual and shared Trust team inboxes. Categorize and prioritize messages, respond using approved templates or professional ad-hoc communication as needed, and document key communications in SES systems.
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Escalate complex or non-standard inquiries received via phone or email to senior or licensed personnel in accordance with established procedures.
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Assist with First Notice of Loss (FNOL) by collecting initial claim details, submitting FNOL through approved workflows or carrier portals, and maintaining claim documentation.
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Follow up on claim status with carriers or adjusters. Request loss runs using standard procedures and maintain accurate, up-to-date claim records.
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Handle assigned workflow queues to meet service-level expectations. Escalate unclear or unusual items, provide feedback on recurring issues to support process improvement, and assist with basic analysis and special projects.
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Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
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Performs other duties as assigned.
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QUALIFICATIONS
<br>EDUCATION/EXPERIENCE
<br><br>
Bachelor's Degree or equivalent combination of education and experience
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One (1) or more years in insurance operations, trust administration, financial services, or customer service preferred
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SKILLS
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Excellent verbal and written communication skills, including strong telephone, listening, and email communication skills.
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Excellent interpersonal and customer service skills.
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Strong attention to detail and accuracy.
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Highly organized with the ability to prioritize multiple tasks.
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Ability to work effectively within a team and foster a collaborative environment.
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Demonstrated ability to adapt and remain effective in a dynamic, changing environment.
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Proficient in Microsoft Office Suite (Outlook, Excel, Word).
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#LI-JP1
<br><br>
We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
<br>For immediate consideration for this position, please click on the “Apply Now" button.
<br>Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
<br>If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
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For more information on Alliant Insurance Service's benefits, click here.

Operations Specialist I - SES

Traders Insurance

<p></p><div><p><b>Reliable, Local Company, Provide Full-Time Remote Job Opportunities. </b>While this position is a full-time remote position, we are looking for candidates local to the KC Metro.
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As a <b>Bilingual </b><b>Customer Care Advocate I</b>, you are responsible for delivering &ldquo;best in class&rdquo; customer service to our independent agency partners, policy holders, and other parties by answering a high volume of telephone inquiries, providing solutions, and assist with policy changes. You will need excellent analytical, problem-solving, and communication skills to gather details, investigate, and communicate potential outcomes based on standard operating procedures and underwriting guidelines. This position utilizes computerized system(s) for risk evaluation, information gathering, and evaluates data, as necessary. Successful <b>Customer</b><b> </b><b>Care</b><b> </b><b>Advocate</b><b> </b><b>I </b>has a passion for customer service excellence, thrives in a fast-paced and ever-changing environment, exhibits solid people skills with other team members, and takes ownership of their own learning and development.</p><br>
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<p><b>
Key Accountabilities &amp; Competencies</b></p>
<ul><li>
Provide first line customer service contact for policy servicing activity utilizing call center Best Practices.</li><li>
Initiate renewal and new business processes as well as certain endorsements to determine insurability and compliance with internal guidelines and standards.</li><li>
Handle billing transactions by accepting payments by phone and communicate account status as well as cancelation, reinstatement, and endorsement activities to agents and policy holders.</li><li>
Complete screening, transactions, and prepare policy files for underwriting approval by securing information from policyholders, agents, or other parties and performing preliminary review and evaluation of the risk.</li><li>
Read, interpret, and react to documents such as policies, manuals, forms, and endorsements to understand their meaning, use, and act according to standard procedures.</li><li>
Ensure compliance of underwriting referral criteria outside of underwriting authority; affect policy underwriting by analyzing and inputting data via computerized systems.</li><li>
Make decisions to create an opportunity to improve a customer&rsquo;s experience by providing options to meet their needs, which can include a new quote when necessary.</li><li>
Work within designated authority and refer inquiries from policyholders, agents, and others to the supervisory staff as needed.</li><li>
Accurately conduct operations in compliance with quality, productivity, and regulatory standards; protect confidentiality of sensitive information and underwriting integrity.</li><li>
Foster professional relationships with internal and external customers and utilize excellent interpersonal and communication skills to promote a cohesive, pleasant work environment.</li><li>
Implement and uphold all policies of Traders Insurance along with the willingness to work hard in a fast-paced and ever-changing environment.</li><li>
Open to feedback to support your performance and development.</li></ul><div>
<ul><li>High school diploma or equivalent is required and a minimum of 2 years of relevant work experience.</li><li>
Prior experience in insurance is preferred; personal lines automobile a plus but not required.</li><li>
Demonstrated customer service experience in a demanding environment.</li><li>
Fundamental proficiency of Microsoft Word, Excel, and Outlook.</li><li>
Analytical with mindfulness to detail and ability to make decisions.</li><li>
Math aptitude is necessary to manually calculate payment details and communicate with customers.</li><li>
Ability to efficiently organize work and manage time to meet key deadlines.</li><li>
Ability to effectively communicate, verbally and in writing, and willingness to expand on these abilities.</li></ul><br>
<p><b>
Bilingual (English/Spanish) Candidates:</b></p>
<ul><li>
Excellent verbal and written communication skills in English and Spanish; experience using both languages in a professional capacity is preferred.</li></ul></div></div><p></p>

Bilingual Customer Care Advocate

Reliance Health

<div><p>Reliance Health&rsquo;s mission is to make quality healthcare delightful, affordable, and accessible in emerging markets. From Nigeria, Egypt, Senegal and beyond, we offer comprehensive health plans tailored to both employers&rsquo; and employees&rsquo; needs through an integrated approach that includes telemedicine, affordable health insurance, and a combination of partner and proprietary healthcare facilities. By leveraging advanced technology, we are transforming the healthcare landscape, making it more efficient and accessible for everyone.</p><p>
We are seeking dynamic and ambitious self-starters to join our team as <b>Reliance Care Officer</b>. In this role, you will be the first point of contact for customers and stakeholders, responding to inquiries and resolving issues with empathy, and a solution-driven mindset. You will play a key role in supporting customers, ensuring their satisfaction, and promoting our health plans and services.</p><p>
As a Reliance Care Officer, you will do the following:</p><ul><li>
Respond promptly to customer inquiries, requests, and complaints while maintaining a friendly and professional tone.
</li></ul><ul><li>Provide accurate and relevant information to prospective clients to guide them in selecting suitable health plans.</li><li>
Escalate unresolved issues to the appropriate teams and follow through to ensure resolution and client satisfaction.
</li><li>Accurately record and update customer feedback, complaints, and suggestions in the internal communication system.</li><li>
Support customer acquisition efforts by engaging inbound prospects and encouraging them to purchase health insurance products or utilize company services.</li></ul><br>
<b>
Requirements</b><br>
<ul><li>
Bachelor&rsquo;s Degree in any discipline.</li><li>
Must be fluent in <b>BOTH </b>English and Arabic.</li><li>
Basic proficiency in Microsoft Office tools.
</li><li>Willingness to work on shifts, including weekends.
</li><li>Excellent interpersonal, written, and verbal communication skills.
</li><li>Strong analytical skills and confidence working with numerical data.
</li><li>High attention to detail with a commitment to delivering quality work.
</li><li>Goal-oriented, adaptable, and able to perform well in fast-paced environments.</li><li>
A medical background (e.g. Nursing, Medical Laboratory Science, Pharmacy, Microbiology) is an added advantage.</li></ul><br>
<b>
Benefits</b><p><br>
At Reliance Health, we prioritize our people and their well-being. Our benefits package is designed to support your success, growth, and happiness. Here&rsquo;s what you&rsquo;ll enjoy:</p><ul><li><b>
Remote-First Environment</b><br>
Work from anywhere while staying connected to a vibrant, collaborative team.</li><li><b>
Competitive Salary and Benefits</b><br>
We offer a salary that&rsquo;s benchmarked against the best in the industry, ensuring your expertise and impact are fully rewarded.</li><li><b>
Premium Health Insurance</b><br>
Comprehensive health coverage for you and your family, because your well-being comes first.</li><li><b>
Unlimited Leave</b><br>
Take the time you need when you need it&mdash;no limits, no questions.</li><li><b>
Meaningful Impact</b><br>
Play a key role in transforming customer experiences and shaping healthcare innovation.</li><li><b>
Collaborative Work Culture</b><br>
Join a supportive, inclusive, and team-focused environment that celebrates diversity.</li><li><b>
Growth Opportunities</b><br>
Access tools, mentorship, and resources to elevate your skills and career.</li><li><b>
Learning &amp; Development Allowance</b><br>
We provide an allowance to support your ongoing professional growth and skill enhancement.</li></ul><p></p><p><b>
This is more than a job&mdash;it's a chance to grow, thrive, and make a real difference. At Reliance Health, your journey matters.</b></p></div>

Reliance Care Officer (Egypt)

MAPFRE Insurance

<div><div>Schedule is<b> </b>Monday through Friday, 7:30 a.m. - 4:00 p.m. or 8:00 a.m. - 4:30 p.m.</div><br>
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This position has a 90 day, on-site training period along with advancement opportunities after your first year.</div><br>
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Come join our Insurance Operations team! We&rsquo;re looking for a highly organized individual who thrives in a fast‑paced environment and is eager to contribute to the daily success of the team. If you enjoy meaningful work that keeps everything running smoothly behind the scenes, this is a great fit.</div><br>
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<div><b>
Summary</b></div><br>
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<div>
Review, verify and process incoming insurance related documentation. Job tasks provide support to all areas of Insurance Operations.</div><br>
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<div><b>
Responsibilities</b></div><br>
<div></div>
<ul>
<li>Process and deliver correspondence to intended party for Claims and Underwriting</li>
<li>Index documents received electronically and scanned documents</li>
<li>Utilize existing unit and company policies and procedures to complete all assigned functions correctly and efficiently within stated deadlines</li>
<li>Process Merit Rating Board Hearing Lists and Claim print requests</li>
<li>Process various data entry functions and clerical support</li>
<li>Verify accuracy of independent vendor bills in preparation for payment by Accounts Payable</li>
<li>Print and mail letters, brochures, certified mail, agency mail, Partner Select forms, manual checks and transcribe various recordings of interviews, E-letters, memos, reports, and form letters</li>
<li>Process Auto Injury Solutions No Match/Exception reports/letters and update the medical bill log</li>
<li>Respond quickly and independently to lobby visitor concerns</li></ul><br>
<div></div>
<div><b>
Skills and Abilities</b></div><br>
<div></div>
<ul>
<li>Strong organization and prioritization skills</li>
<li>Effective verbal and written communication skills</li>
<li>Ability to work in a fast-paced environment with minimal supervision</li>
<li>Must have strong PC skills for recordkeeping and research and strong working knowledge of Microsoft Office</li>
<li>Ability to interact well with others in a team environment</li>
<li>Working knowledge of several types of office equipment i.e.: scanners, photocopiers and the ability to use external vendors file online tools</li>
<li>Knowledge of automated inventory systems, alphanumeric cataloging and basic purchase order creation preferred</li>
<li>Basic math skills</li></ul><br>
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<div><b>
Qualifications</b></div><br>
<div></div>
<ul>
<li>High school diploma or equivalent</li>
<li>Previous experience in a customer service position helpful</li></ul><br>
<p></p>
<h2 class="jobSectionHeader"><b>
Why Mapfre?</b></h2><br>
<p></p>
<p>
As a global insurance leader with a strong local presence, we offer more than a job &mdash; we provide a purpose-driven career where your growth, well-being, and impact truly matter.</p><br>
<p></p>
<p><b>
Purpose &amp; Culture:</b> Join a company built on trust, collaboration, and inclusion. Our values guide everything we do, creating a workplace where people feel respected and empowered.</p><br>
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Comprehensive Benefits:</b> Enjoy competitive health coverage, retirement plans, paid time off, flexible work options, and lifestyle perks like employee discounts.</p><br>
<p></p>
<p><b>
Career Growth:</b> Advance your skills through tuition reimbursement, leadership programs, and internal mobility opportunities. Your development is our priority.</p><br>
<p></p>
<p><b>
Social Responsibility:</b> Contribute to meaningful initiatives through Fundaci&oacute;n Mapfre, supporting communities and sustainability worldwide.</p>
<p>
#MAPFRE123</p><br>
<p></p>
<p><b>
Pay Philosophy</b>: The typical starting salary range for this role is determined by several factors including skills, experience, education, certifications, and location. Some roles at Mapfre are eligible for commission and/or bonus earnings, in addition to salary, calculated based upon factors set forth in the compensation plan for the role.</p><br>
<p></p>
<p>
Salary Range $18.00 - $20.00 per hour</p><br>
<p></p>
<p><i>
If you require an accommodation for a disability so that you may participate in the selection process, you are encouraged to contact the Mapfre Insurance Talent Acquisition team at </i><i>talentacquisition@mapfreusa.com</i><i>.</i></p><br>
<p></p>
<p><i>
We are proud to be an equal opportunity employer.</i></p></div><p></p>

Operational Support Services Rep

The Misch Group

<div><h3 class="jobSectionHeader"><b>Description</b></h3><div><br>
We are an agency with a 60-year history of serving New Jersey and beyond. We pride ourselves on building strong relationships with our clients and providing exceptional service.<br>
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We are seeking a friendly and reliable Commercial Lines CSR to join our close-knit team. In this role, you will be the primary point of contact for our valued clients, assisting them with their insurance needs and ensuring a positive experience.</div><h3 class="jobSectionHeader"><b><br>
Key Responsibilities</b></h3><br>
<ul>
<li>
Assist clients with policy changes, billing inquiries, and claims support.</li>
<li>Issue insurance ID cards, certificates of insurance, and other policy documents.</li>
<li>Process endorsements and renewals.</li>
<li>Maintain accurate client records.</li></ul><br>
<h3 class="jobSectionHeader"><b>
Skills, Knowledge and Expertise</b></h3><br>
<ul>
<li>
2+ years of experience in commercial lines insurance</li>
<li>Active Property &amp; Casualty (P&amp;C) license</li>
<li>Strong computer skills (Microsoft Office Suite)</li>
<li>Excellent communication and interpersonal skills</li></ul><br>
<h3 class="jobSectionHeader"><b>
Benefits</b></h3><br>
<ul>
<li>
Competitive salary, depending on experience</li>
<li>401(k) with employer match</li>
<li>Paid time off</li>
<li>Health, dental, vision, and life insurance</li></ul><br>
<h3 class="jobSectionHeader"><b>
About The Misch Group</b></h3><div>
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.</div></div>

Commercial Lines Insurance Account Manager

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