insurance customer service representative

Gelfand Insurance

Job DescriptionWe&rsquo;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 OverviewThis 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<ul><li>Assist clients with policy servicing (changes, updates, billing questions, etc.)</li><li>Answer and route incoming calls professionally</li><li>Respond to client emails and service requests</li><li>Process endorsements, certificates, and policy documents</li><li>Support agents with day-to-day account management</li><li>Maintain accurate client records and data entry</li><li>Help ensure a smooth and positive client experience</li></ul>Qualifications<ul><li>Prior experience in insurance or customer service (required)</li><li>Insurance license preferred (or willingness to obtain)</li><li>Strong communication and organizational skills</li><li>Comfortable with agency management systems and basic computer tools</li><li>comfortable working independently</li><li>Detail-oriented and able to multitask</li><li>Reliable and professional</li><li>Bilingual is a plus, but not required.</li></ul>What Makes This Role a Good Fit<ul><li>Perfect for an agent who prefers servicing over sales</li><li>No sales quotas or production pressure</li><li>Supportive team environment</li><li>Opportunity to grow within the agency</li></ul>Benefits<ul><li>Paid time off</li><li>Retirement plan</li></ul>Supplemental Pay:<ul><li>Bonus opportunities</li></ul>About UsWe&rsquo;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&rsquo;re looking for the right person to grow with us and make a real impact.Job Type: Full-timePay: $16.30 - $23.00 per hourBenefits:<ul><li>401(k)</li><li>Paid time off</li></ul>Experience:<ul><li>Office: 2 years (Preferred)</li><li>Customer Service: 3 years (Preferred)</li></ul>Ability to Commute:<ul><li>West Linn, OR 97068 (Required)</li></ul>Ability to Relocate:<ul><li>West Linn, OR 97068: Relocate before starting work (Preferred)</li></ul>Work Location: In person

Insurance Assistant Customer Service Representative

Hermes Insurance

Insurance Customer Service Representative Hermes Insurance Solutions is a Independent Insurance Agency in Sanger, Texas looking for a full time CSR to perform the essential function of supporting the service needs of our clients. This is an in office position, Monday thru Friday 8am to 5pm.Responsibilities and Duties:<ul><li>Answering phone calls and greeting customers with a positive attitude</li><li>Provide excellent customer service to existing clients which include- billing inquiries, policy changes, claim submissions, and more.</li><li>Gather information needed to provide insurance quotes to prospects and work with customers during the sale while informing and educating on insurance coverage needs.</li><li>Keep record of all customer interactions, update customer accounts and file documents in management system</li><li>Identify new business opportunities for both new customers and existing customers</li><li>Actively seeking referrals and rounding out current business</li></ul>Qualifications and Skills:<ul><li>Previous customer service experience required, minimum of 2 years.</li><li>Must have General Lines Property and Casualty license or obtain it within 90 days of employment.</li><li>Exceptional communication and interpersonal skills</li><li>Strong organizational and time management skills</li><li>Ability to provide customer service and maintain positive relationships with clients</li><li>Must pass background check</li><li>Must be reliable and punctual</li><li>Strong moral ethics</li><li>Proficiency in MS Office Suite (including Word and Outlook)</li><li>High School degree or equivalent</li></ul>Job Type: Full-timePay: From $40,000.00 per yearBenefits:<ul><li>On-the-job training</li><li>Paid time off</li></ul>Shift:<ul><li>8 hour shift</li></ul>Work Location: In person

Customer Service Representative

State Farm

<div><div><div>Position Overview 
</div><div>Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. 
</div><div>Responsibilities 
</div><ul><li>Establish customer relationships and follow up with customers, as needed.</li>
<li>Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.</li>
<li>Use a customer-focused, needs-based review process to educate customers about insurance options.</li>
<li>Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.</li>
</ul><div>As an Agent Team Member, you will receive... 
</div><ul><li>401K</li>
<li>Salary plus commission/bonus</li>
<li>Paid time off (vacation and personal/sick days)</li>
<li>Valuable experience</li>
<li>Growth potential/Opportunity for advancement within my agency</li>
</ul><div>Requirements 
</div><ul><li>Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred</li>
<li>Excellent interpersonal skills</li>
<li>Excellent communication skills - written, verbal and listening</li>
<li>Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams</li>
<li>Self-motivated</li>
<li>Detail oriented</li>
<li>Proactive in problem solving</li>
<li>Dedicated to customer service</li>
<li>Ability to work in a team environment</li>
<li>Ability to effectively relate to a customer</li>
<li>Property and Casualty license (must be able to obtain)</li>
<li>Life and Health license (must be able to obtain)</li>
</ul><div>If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. 
</div><div>This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents&rsquo; employees are not employees of State Farm.</div></div></div>

Customer Service Representative - State Farm Agent Team Member

Diversified Insurance Group

<div><h2 class="jobSectionHeader">Job Overview</h2><div>
BNC Insurance Agency provides a comprehensive range of insurance solutions, including Commercial and Personal Lines, Property and Casualty Insurance. We specialize in offering services to individuals, companies, Vendors, and realtors, catering to Michigan and extending beyond. Our team is dedicated to delivering tailored solutions to meet the needs of diverse clients. With a strong commitment to excellence, we aim to provide seamless service and reliable insurance products. 
 
Salary Range: $30,000.00 - $40,000.00 per year</div>
<h2 class="jobSectionHeader">Benefits</h2><div>
Annual Base Salary Based on Experience
Paid Time Off (PTO) 
Hands on Training 
Mon-Fri Schedule 
Career Growth Opportunities 
</div><h2 class="jobSectionHeader">
Requirements</h2><div>
Skills &amp; Qualifications 
 
Strong customer service and communication skills 
 
Excellent organization and attention to detail 
 
Ability to multitask and manage multiple requests simultaneously 
 
Basic computer proficiency and ability to learn agency management systems 
 
Professional demeanor when communicating with clients and coworkers 
 
Ability to work collaboratively within a team environment
</div><h2 class="jobSectionHeader">Responsibilities</h2><div>
Role Summary: 
 
The Customer Service Representative provides administrative and client service support to ensure the efficient daily operation of the agency. This role assists clients with policy servicing needs, processes administrative tasks, maintains accurate client records, and supports agents with customer communication and account management. The position requires strong organizational skills, attention to detail, and a commitment to providing excellent customer service while representing the agency in a professional manner. 
 
Primary Responsibilities 
 
Client Service &amp; Communication 
 
Answer incoming calls using the agency's standard greeting, assist clients with routine inquiries, and direct calls to the appropriate team member when necessary. 
 
Monitor voicemail messages and return calls within 24 hours or forward messages to the appropriate employee for follow-up. 
 
Respond to client email inquiries, assist customers when possible, and forward coverage-related questions to licensed agents. 
 
Address customer questions, concerns, or complaints professionally and escalate issues to appropriate personnel when necessary. 
 
Build and maintain positive relationships with clients to support customer satisfaction and retention. 
 
Refer customers to licensed agents when initiating new policies or when coverage upgrades or changes are needed. 
 
Policy Servicing 
 
Access and review customer accounts and policies through HawkSoft and carrier websites. 
 
Process approved non-coverage policy changes (e.g., placing vehicles in or out of storage) in accordance with agency procedures. 
 
Generate and provide proof of insurance through HawkSoft or carrier systems. 
 
Assist clients with billing inquiries and payment plan questions when applicable. 
 
Process client payments and apply payments directly through carrier websites when required. 
 
Claims Assistance 
 
Assist clients with reporting insurance claims to the appropriate carrier. 
 
Monitor claim notifications received from carriers and attach claim documentation to the appropriate client file within HawkSoft. 
 
Notify the agent responsible when a claim has been reported so they may follow up with the client. 
 
Administrative &amp; System Management 
 
Maintain accurate customer and prospect records within HawkSoft. 
 
Create prospect profiles and collect information for potential new business leads. 
 
Manage email communications, flagging items that require follow-up, and attaching correspondence to client files. 
 
Monitor and follow up on all open suspense items and task reminders daily. 
 
Use RSign for electronic document signatures when needed. 
 
Send and receive documents via fax when necessary. 
 
Office &amp; Operational Support 
 
Open, sort, and process incoming mail, including scanning documents into HawkSoft or delivering materials to appropriate staff members. 
 
Prepare and mail policy documents and client correspondence. 
 
Assist with marketing mailings and agency outreach initiatives. 
 
Communicate availability with team members using internal messaging systems when away from the desk (e.g., lunch, breaks, errands). 
 
Perform general administrative and clerical tasks to support agency operations. 
 
Assist in maintaining a clean and organized office environment. 
 
Additional Responsibilities 
 
Develop and maintain a working knowledge of the agency's insurance products and carrier guidelines. 
 
Promote the agency's services to existing and prospective clients when appropriate. 
 
Perform other related duties as assigned.
</div><h2 class="jobSectionHeader">About Us</h2><div><div>
Our local insurance agency is located in Lansing, MI in the Stadium District. Our team takes pride in providing each and every client with exceptional customer service while delivering them insurance products that best suit their needs. We are constantly growing and adding talent to our well established agency. If you are looking for a rewarding career in the insurance industry, then we encourage you to apply to our team today!</div></div></div>

<div><div><div>Benefits:</div>
<ul><li>401(k) matching</li>
<li>Company parties</li>
<li>Competitive salary</li>
<li>Flexible schedule</li>
<li>Paid time off</li>
</ul></div><div><div>Position Overview 
</div><div>Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance account rep. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. 
</div><div>Responsibilities 
</div><ul><li>Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.</li>
<li>Use a customer-focused, needs-based review process to educate customers about insurance options.</li>
<li>Work with the agent to establish and meet marketing goals.</li>
<li>Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.</li>
</ul><div>As an Agent Team Member, you will receive... 
</div><ul><li>Hourly plus commission/bonus</li>
<li>Health benefits</li>
<li>Paid time off (vacation and personal/sick days)</li>
<li>Valuable experience</li>
<li>Growth potential/Opportunity for advancement within my agency</li>
</ul><div>Requirements 
</div><ul><li>Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred</li>
<li>Successful track record of meeting sales goals/quotas preferred</li>
<li>Excellent communication skills - written, verbal and listening</li>
<li>Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams</li>
<li>Self-motivated</li>
<li>Ability to make presentations to potential customers</li>
<li>Achieve mutually agreed upon marketing goals</li>
<li>Experience in marketing</li>
<li>Property and Casualty license (must have currently)
</li><li>Life and Health license (must be able to obtain)</li>
</ul><div>If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. 
</div><div>This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents&rsquo; employees are not employees of State Farm.</div></div></div>

Insurance Account Representative - State Farm Agent Team Member

VXI Global Solutions

<div>Job Description<div>
It's fun to work in a company where people truly BELIEVE in what they are doing! 
 
We're committed to bringing passion and customer focus to the business.
 
 
Spanish Bilingual Healthcare Call Center Representative
 
Location: Remote (Virtual Environment)
 
Company: Trusted Leader in Healthcare Services
 
 
Are you fluent in both Spanish and English? Do you have a passion for delivering exceptional customer service and helping others navigate their healthcare options? If so, we want to hear from you!
 
 
As a Spanish Bilingual Healthcare Call Center Representative, you will be the cornerstone of our commitment to customer satisfaction. In this role, you will provide comprehensive support and information to members, providers, and patients, ensuring they maximize the benefits of their healthcare plans and services. By adhering to compliance guidelines and embodying our company values, you will deliver extraordinary service while building trust and rapport with current and prospective members. 
 
What You'll Be Doing: 
<ul><li>
Customer Interactions: 
<ul><li>
Manage inquiries in areas such as Member Services, Medicare, and Billing , assisting Spanish- and English-speaking customers.</li><li>
Represent our client professionally by addressing and documenting all incoming queries, including complex calls related to specialized product lines.</li></ul></li></ul><ul><li> 
Quality Service: 
<ul><li>
Uphold the organization's philosophy of extraordinary customer relations.</li><li>
Proactively engage with Health Plan, medical group, and facility personnel to gather relevant information for resolving member inquiries.</li></ul></li></ul><ul><li> 
Problem Resolution: 
<ul><li>
Analyze and evaluate customer issues to initiate and coordinate service recovery measures.</li><li>
Document all member interactions meticulously following established procedures.</li></ul></li></ul><ul><li> 
Healthcare Knowledge 
<ul><li>
Demonstrate familiarity with health insurance terminology (copays, deductibles, claims, authorizations, etc.).</li><li>
Understand Medicare/Medicaid plans and regulations, and explain plan benefits, provider networks, and coverage policies.</li></ul></li></ul><ul><li> 
Operational Excellence 
<ul><li>
Leverage a thorough understanding of company policies and processes to meet customer needs effectively.</li><li>
Contribute to departmental goals and objectives while maintaining proficiency through ongoing training and use of required tools.</li></ul></li></ul><ul><li> 
Performance Metrics: 
<ul><li>
Monitor and achieve Contact Center KPIs, including call handling, first call resolution, and member retention.</li></ul></li></ul><ul><li> 
Compliance and Ethics: 
<ul><li>
Consistently uphold company compliance standards and Code of Conduct, ensuring privacy and confidentiality of member information.</li><li>
Adhere to HIPAA regulations to protect personal health information (PHI) and maintain data security.</li></ul></li></ul><ul><li> 
Tools and Systems:
 
<ul><li>Use multiple systems/screens while assisting callers effectively</li><li>
Navigate CRM, EMR/EHR, and ticketing platforms effectively</li></ul></li></ul> 

What You Bring: 
<ul><li>
Experience: 
<ul><li>
Fluency in both Spanish and English (spoken and written) is required.</li><li>
Minimum of two (2) years of customer service or healthcare member-interaction experience.</li><li>
Previous call center experience and/or prior experience in the health insurance industry (preferred).</li></ul></li></ul><ul><li> 
Education: 
<ul><li>
High School Diploma or GED required.</li></ul></li></ul><ul><li> 
Skills: 
<ul><li>
Outstanding written and verbal communication skills.</li><li>
Proven analytical and problem-solving abilities.</li><li>
Ability to respond concisely and clearly to customer queries.</li><li>
Strong critical thinking and problem-solving skills.</li><li>
Typing speed of at least 35 WPM with a 5% or lower error rate.</li></ul></li></ul> 

Success Factors for Working from Home
 
<ul><li>To thrive in this remote role, you'll need:</li></ul><ul><li>
Private Workspace: A dedicated, quiet workspace with a door that closes, free from ambient noise.</li></ul><ul><li>
Ergonomics: A comfortable desk and chair setup that allows for the proper installation of necessary equipment.</li></ul><ul><li>
Reliable Internet Connection: Stable, high-speed internet with a minimum bandwidth of 20 Mbps downstream and 20 Mbps upstream.</li></ul><ul><li>
Quiet, Distraction-Free Workspace: A dedicated, quiet area where you can focus on delivering excellent customer service without interruptions.</li></ul><ul><li>
Tech-Savvy: Comfort with technology and ability to learn new systems quickly.</li></ul><ul><li>
Self-motivation &amp; Independence: Ability to stay productive and manage your time effectively in a remote environment.</li></ul><ul><li>
Communication Skills: Strong verbal and written communication skills, especially in a virtual setting.</li></ul><ul><li>
Adaptability: Ability to adapt to changing technologies and procedures while working remotely.</li></ul> 

What You Will Get: 
<ul><li>
Competitive Pay: Enjoy a competitive hourly rate with opportunities for performance-based increases.</li><li>
Comprehensive Benefits: Full health insurance coverage, including medical, dental, and vision plans.</li><li>
Work Environment: A supportive, engaging, and inclusive work environment with opportunities to grow and develop your skills.</li><li>
Career Growth: Abundant advancement opportunities within the organization.</li><li>
Inclusive Workplace: We are an Equal Opportunity Employer, welcoming individuals with disabilities and veterans.</li><li>
Unique Perks: 
<ul><li>
Cell Phone Benefits: $25/month per line for unlimited phone, text, and data (restrictions may apply).</li><li>
Referral for Life Program&trade;: Earn residual bonuses for referring employees who join the team and remain with the company.</li></ul></li></ul> 

Join Our Team: 
 
If you are a motivated Spanish-English bilingual professional who wants to make a meaningful impact in the lives of others, we encourage you to apply! Start a rewarding career where your language skills, dedication, and customer service expertise will help shape the future of healthcare services.
 
 
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!</div><div><div>
Original Title: US Virtual - Spanish Bilingual Healthcare Call Center Representative</div><div>
Req Id: R26_02314_17</div><div>
Posted At: Sat Apr 11 2026 00:00:00 GMT+0000 (Coordinated Universal Time)</div></div></div>
 <div></div><div><div><div>Customer Service</div></div><div></div><div><div>
Full Time</div></div><div></div><div><div>
Salem, Oregon, United States</div></div></div>

US Virtual - Spanish Bilingual Healthcare Call Center Representative

Conexus Insurance Partners

Job description &ndash; CORE Commercial Lines Customer Service RepresentativePosition: CORE Commercial Lines Customer Service Representative (CSR)Role: This position assists Account Managers in the onboarding of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of the Account Managers and Producers as defined in the primary duties below.Primary Duties:1. Promote and uphold the Company Core Values2. Provide Support to Current Client Relationships3. Assist the renewal process4. Change requests5. Claims6. Process insured cancellations7. Prevent E&amp;O exposures8. New BusinessTasks associated with Primary Duties:1. Promote and uphold the Company Core Values<ul><li>Become familiar with agency Core Values, Core Focus, Target Market, Our Three Uniques, Proven Process, and Guarantee</li><li>Incorporate company culture with all clients and co-workers</li><li>Upon request, assist with developing process and procedures for agency operations</li><li>Upon request, assist with training new hires or existing team members</li></ul>2. Support Client Experience<ul><li>Assist Account Manager with research and/or data collection needed for servicing policy renewal or additional coverage recommendations</li><li>Prompt issuance of certificates of insurance and auto ID cards</li><li>Timely processing and delivery of policies and endorsements</li></ul>3. Assist the renewal process<ul><li>Review renewals with Account Managers 60 days prior to the policy&rsquo;s expiration date</li><li>Assist in gathering renewal information (non-client facing) for Account Managers</li><li>Retrieve direct-bill renewals from carrier website 60 days prior to renewal date</li><li>Ensure direct bill policies are renewed in Epic once the renewal is issued by the carrier:</li></ul>o Update Acord applications(s)o Attach all necessary correspondenceso Complete designated tasks<ul><li>Requote/Rewrite</li></ul>o Assist with gathering underwriting information as directed by account manager.<ul><li>Pend for receipt of renewal policy for processing. Once received:</li></ul>o Verify the policy for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; renewal in Epico Attach policy in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account Manger<ul><li>Update/attach current endorsement attachments in CSR24.</li><li>Issue renewal batch certificates/EOI&rsquo;s</li></ul>4. Change requests<ul><li>Initiate change request in Epic at the direction of Account Manager</li></ul>o Create change activity in Epic (Include detail of change in activity note)o Update Acord application(s)o Attach written requestso Attach emailed to and from carrierso Attach change summary if done online<ul><li>Pend for receipt of endorsement from the carrier. Once received:</li></ul>o Verify the endorsement for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; endorsement in Epico Attach endorsement in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account Manger<ul><li>Follow up with carrier if endorsement has not been received in a timely manner</li></ul>5. Claims<ul><li>Report claim to the appropriate carrier at the direction of Account Manager</li><li>Attach all documentation in Epic</li><li>Follow up with the carrier for claim number and adjuster contact information</li></ul>6. Process Insured Cancellations<ul><li>Create LPR in Epic and initiate the appropriate activity at Account Manager&rsquo;s request</li><li>Send LPR to client for signature</li><li>Submit cancellation request and signed LPR to the carrier</li><li>Update CSR24 template(s) to reflect cancelled coverage</li><li>Once final cancel endorsement is received, issue cancellation in EPIC and attach</li><li>Email final cancellation endorsement to the client</li></ul>7. Prevent E&amp;O exposures<ul><li>Notify Account Managers of significant changes on direct bill renewals</li><li>Review new and renewal polices for accuracy, proper coverage, and endorsements/exclusions</li></ul>8. New Business<ul><li>Information gathering (non-client facing) and updating Epic as directed by Account Manager</li><li>Creating CSR24 certificates and EOI templates</li><li>Processing</li></ul>o Obtain new policy from the carrier. Once received:o Verify the policy for accuracyo Verify accuracy of Epic Acord applications(s)o &ldquo;Issue&rdquo; policy in Epic or confirm downloado Attach policy in Epic and make client viewableo Update activity/tasks and leave delivery of policy open to Account ManagerPerformance Expectations:1. Renewal process started 60 days prior to renewal2. Keep up to date on activities and tasks in Epic &ndash; no more than 5 past due activities at any given time.3. Efficient and accurate documentation in Epic4. Follow customer service standards as per agency guidelines5. Fulfill state(s) continuing education requirement and keep insurance license current6. Ensure that a backup team member is trained and in place to handle daily tasks when you are not availableJob Type: Full-timePay: $48,000.00 - $58,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Experience:<ul><li>Commercial Insurance: 1 year (Required)</li></ul>Language:<ul><li>Spanish (Preferred)</li></ul>License/Certification:<ul><li>Colorado Property/Casualty Insurance License (Required)</li></ul>Ability to Commute:<ul><li>Broomfield, CO 80020 (Required)</li></ul>Work Location: Hybrid remote in Broomfield, CO 80020

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