insurance customer service representative

Wilks Insurance Agency Inc.

<div><h2 class="jobSectionHeader">Job Overview</h2><div>
If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you!
We offer a great benefits package including Profit Sharing!!
An opening is available at our Hamilton location.</div>
<h2 class="jobSectionHeader">Benefits</h2><div>
. 
Health Insurance 
Life Insurance 
Paid Holidays 
Bonus Opportunities 
Paid Time Off (PTO) 
Mon-Fri Work Schedule 
Holidays Off 
401K Plan 
Healthcare Spending Account 
Career Development &amp; Growth 
Hands On Training 
Performance Bonuses 
Professional Work Environment 
Retirement Benefits 
Office Snacks &amp; Coffee 
Family Leave 
Competitive Base Salary based on experience 
</div><h2 class="jobSectionHeader">
Requirements</h2><div><ul><li>
Property &amp; Casualty insurance experience preferred.</li><li>
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.</li><li>
Follow through and exceed current and prospective client expectations.</li><li>
Experience with the Applied Agency management system is preferred but not required.</li><li>
Excellent written and verbal communication skills.</li><li>
Deadline and detail-oriented.</li></ul></div>
<h2 class="jobSectionHeader">Responsibilities</h2><div><ul>
<li>Immediately greet all customers, entering the office, in a friendly and helpful manner.</li>
<li>Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.</li>
<li>Assess and identify the wants and needs of customer(s) over the phone</li>
<li>Presents and explains insurance policy options based upon prospective client needs and their personal goals.</li>
<li>Provide customers with additional information about new products and services.</li>
<li>Stay up-to-date on industry market trends and best practices</li></ul></div><h2 class="jobSectionHeader">
About Us</h2><div><div>
Wilks Insurance is a team of dedicated individuals that work hard to provide each customer the best service while educating them on insurance products that would benefit them the most. We are always looking for talented individuals who want to succeed in the insurance industry. If you are willing to learn and looking for a rewarding career opportunity, then we encourage you to apply today</div></div></div>

Insurance Customer Service Representative

CBG Insurance, LLC

<div>
 
 
 Company Description
 
 
 
 
 
 CBG Insurance, LLC, established in 2005, is a fast-growing insurance agency with a team of highly trained professionals with over 75 years of combined experience. Specializing in small businesses and individual insurance needs, we offer a wide range of insurance products, including group health insurance, life insurance, and workers' compensation. With a strong foundation in Pasco, Hillsborough, and Pinellas Counties, we are dedicated to expanding into surrounding areas. Our mission is to provide exceptional customer service, build lasting client relationships, and educate customers to ensure they understand and feel confident in their insurance coverage.
 
 
 
 
 
 
 Role Description
 
 
 
 
 
 This is a full-time, on-site role for a Commercial Insurance Customer Service Representative (CSR) based in Lutz, FL. The CSR will assist clients with their insurance needs, including managing accounts, providing personalized customer service, and resolving inquiries. Responsibilities also include assisting with the review and renewal of commercial insurance policies, preparing quotes, maintaining accurate records, and collaborating with team members to provide clients with the best coverage options available.
 
 
 
 
 
 
 Qualifications
 
 
 
 
 <ul>
 <li>
 Proven experience in Customer Service and the ability to manage and support client relationships effectively.
 </li>
 <li>
 Knowledge of Insurance products and services; experience in commercial insurance or account management is a plus.
 </li>
 <li>
 Strong Communication skills, both written and verbal, with the ability to interact professionally with team members and clients.
 </li>
 <li>
 Proficiency in Account Management and Sales skills, including preparing quotes and processing renewals.
 </li>
 <li>
 Organizational and multitasking abilities to manage multiple client accounts and meet deadlines efficiently.
 </li>
 <li>
 Detail-oriented with proficiency in using insurance software and standard office tools.
 </li>
 <li>
 Experience in the insurance industry preferred; a current insurance license is a bonus.
 </li>
 </ul>
</div>

Commercial Insurance CSR

Karen Yelder-Beard Insurance Agency

<div><h2 class="jobSectionHeader">Job Overview</h2><div>
Are you passionate about helping people and making a real difference in their lives? Come join the Karen Yelder-Beard Insurance Agency team in Rochester Hills, Michigan! We're not just an insurance agency; we're a dedicated group focused on providing exceptional service and building lasting relationships with our community. We believe in a supportive and positive work environment where your contributions are valued and your growth is encouraged. As a Licensed Insurance Customer Service Representative, you'll be the friendly voice and helpful hand for our clients, guiding them through their insurance needs, answering their questions, and ensuring they feel secure and well-cared for. If you have a valid Michigan P&amp;C license, a knack for problem-solving, and a warm, inviting personality, we'd love to welcome you aboard and show you what makes our agency special. 
Salary Range: $22.00 per hour</div>
<h2 class="jobSectionHeader">Benefits</h2><div>
Hourly Base Salary + Commission + Bonus Opportunities
Hands on Training 
Mon-Fri Schedule 
Evenings Off 
Paid Time Off (PTO) 
Paid Continuing Education 
Bonus Opportunities 
Weekends Off 
Holidays Off 
Flexible Schedule 
Ongoing Training Seminars 
401K 
</div><h2 class="jobSectionHeader">
Requirements</h2><div>
Valid Michigan Property &amp; Casualty Insurance License required. 
<ul><li>
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.</li><li>
Excellent Communication/interpersonal skills.</li><li>
Professional phone etiquette.</li><li>
Great Customer Service Skills.</li></ul></div>
<h2 class="jobSectionHeader">Responsibilities</h2><div>
Respond to customer inquiries via phone, email, and in person, providing accurate and timely information.
Assist clients with policy changes, endorsements, and billing questions.
Process new insurance applications and renewals efficiently.
Handle customer complaints with empathy and work towards satisfactory resolutions.
Maintain policy files and customer records accurately in the agency management system.
Collaborate with agents to support client needs and retention efforts.
Educate clients on policy coverages and options.</div><h2 class="jobSectionHeader">
About Us</h2><div>
Our local insurance agency is located in Rochester Hills. 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>

Licensed Insurance Customer Service Rep

Farmers Insurance Company of Flemington

Due to an upcoming retirement, we are seeking a friendly, detail-oriented Customer Service Representative to join our Account Services team. In this role, you will assist Policyholders, agents, and mortgage companies by responding to inquiries, processing payments, and supporting policy servicing needs.This position is primarily based in our Flemington office, where our team collaborates closely to provide excellent service to our Policyholders.This is an outstanding opportunity for someone who enjoys helping people and wants to build a rewarding career in the insurance industry. Paid training is provided, and no prior insurance experience is required.This role is similar to positions such as Customer Service Representative, Insurance Customer Service Representative, Account Coordinator, Billing Representative, or Client Services Representative.Responsibilities:<ul><li>Respond promptly and professionally to customer inquiries by phone and email while maintaining a positive customer experience.</li><li>Process customer payments through banking and policy management systems.</li><li>Handle mortgagee changes and other policy servicing requests.</li><li>Maintain accurate records and ensure attention to detail in all transactions.</li><li>Provide courteous, empathetic service to Policyholders and business partners.</li><li>Assist with additional account services tasks as needed.</li><li>Other duties as assigned.</li></ul>Qualifications<ul><li>Excellent communication skills with a professional and pleasant telephone manner.</li><li>Strong attention to detail and organizational skills.</li><li>Ability to remain calm and helpful when assisting customers with concerns.</li><li>Positive attitude and ability to work both independently and as part of a team.</li><li>Proficiency with computers and the ability to learn new software systems.</li><li>At least 1 year of customer service experience in a professional office environment.</li><li>Previous insurance billing or customer service experience is a plus.</li></ul>Education<ul><li>Associate degree in business, communications, or a related field preferred.</li><li>Candidates with a high school diploma and relevant experience will also be considered.</li></ul>Physical Requirements:<ul><li>Prolonged periods sitting at a desk and working on a computer.</li><li>Must be able to lift up to 15 pounds at times.</li></ul>No prior insurance industry experience is required &mdash; we provide training for the right candidate. Ideal candidates may have experience in customer service, billing support, payment processing, administrative support, banking, insurance servicing, or call center environments. Candidates with banking, financial services, insurance, or professional office experience are especially encouraged to apply.Who Thrives in This RoleWe believe that a supportive team environment and a healthy work-life balance help our employees do their best work and build long, rewarding careers with our company.The people who succeed here tend to be genuinely service-minded &mdash; they take pride in resolving a customer's concern thoroughly and leaving the interaction on a positive note. They're organized enough to juggle multiple requests accurately, and they bring a steady, calm presence even on busy days. If you're someone who finds satisfaction in doing detail-oriented work well and being a dependable part of a close-knit team, you'll feel right at home here.You may be a great fit for this role if you:<ul><li>Take pride in delivering thorough, accurate, and friendly service.</li><li>Stay organized and composed when managing multiple requests at once.</li><li>Bring a cheerful, team-oriented attitude to your work.</li><li>Enjoy learning and developing your professional skills over time.</li></ul>Many of our employees grow their careers within the company, moving into roles in underwriting, claims, operations, and management.Compensation &amp; Benefits<ul><li>Salary: $20.00 &ndash; $24.00 per hour based on experience and qualifications. First performance review at 6 months with opportunity for pay increase.</li><li>Bonus Opportunity: Up to 25% of salary based on company results. When the company succeeds, our employees succeed! </li></ul>We offer a competitive benefits package including:<ul><li>Medical, dental, and vision insurance</li><li>401(k) plan with substantial company match. We also cover the plan administration expenses.</li><li>Generous paid vacation and sick leave</li><li>Tuition reimbursement</li><li>Volunteer Time Off (VTO) program</li><li>Casual dress code</li><li>Professional development opportunities</li><li>Friendly and comfortable work environment</li></ul>Many of our employees grow their careers within the company, moving into roles in underwriting, claims, operations, and management.Additional Information<ul><li>Full-time position.</li><li>Pay range is approximate and dependent on background and experience.</li><li>Monday&ndash;Friday schedule.</li><li>This role is an office-based position in Flemington, NJ, with occasional remote work available when circumstances require flexibility.</li><li>Candidates must be able to reliably commute to our office.</li></ul>To learn more about Farmers of Flemington, visit us at www.farmersofflemington.comFarmers of Flemington provides its employees with a smoke/vape-free workplace and we are an equal opportunity employer.Job Type: Full-timePay: $20.00 - $24.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible schedule</li><li>Health insurance</li><li>On-the-job training</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>Please briefly describe your customer service experience and why you are interested in this position.</li><li>If you have had several role changes in recent years, please share what led to those transitions and what you are seeking in your next long-term opportunity.</li></ul>Experience:<ul><li>Telephonic Customer Service: 2 years (Preferred)</li></ul>Language:<ul><li>English (Required)</li><li>Spanish (Preferred)</li></ul>Location:<ul><li>Flemington, NJ 08822 (Preferred)</li></ul>Ability to Commute:<ul><li>Flemington, NJ 08822 (Required)</li></ul>Work Location: In person

Customer Service / Account Services Representative

UniVista Insurance

Bilingual Customer Service Representative (CSR) &ndash; InsuranceFort Pierce, FLUnivista Insurance is looking for an experienced and motivated Bilingual Customer Service Representative (CSR) to join our growing team.If you are customer-focused, sales-driven, and thrive in a fast-paced environment, we want to hear from you!Job DescriptionAs a CSR, you will be responsible for assisting clients, handling policy requests, and promoting insurance products while delivering excellent customer service.Responsibilities<ul><li>Answer inbound calls and assist customers professionally</li><li>Make outbound calls for follow-ups, renewals, and cross-selling</li><li>Process policy changes and customer requests</li><li>Resolve customer concerns efficiently</li><li>Provide personalized solutions based on client needs</li><li>Promote and upsell insurance products</li><li>Maintain accurate customer records</li><li>Work closely with team members and insurance carriers</li><li>Ensure compliance with company policies and procedures</li></ul>Requirements<ul><li>Bilingual (English &amp; Spanish) required</li><li>Previous experience in insurance</li><li>Strong communication and interpersonal skills</li><li>Sales-oriented mindset</li><li>Ability to multitask and work in a fast-paced environment</li><li>Basic computer skills (Microsoft Office)</li><li>High school diploma or equivalent</li><li>Insurance license 440 or 220</li><li>Reliable transportation</li></ul>What We Offer<ul><li>Professional work environment</li><li>Growth and advancement opportunities</li><li>Competitive compensation (based on experience)</li><li>Ongoing training and support</li></ul>How to ApplyCall 772-800-2016 or email at psl@univistainsurance.comPay: From $17.27 per hourWork Location: In person

Customer Service Representative

AKS Insurance & Taxes

AKS Insurance &amp; Taxes LLC is looking for a responsible, organized, and motivated individual to join our team as a Customer Service Representative.In this role, you will assist clients who are already interested in insurance, guide them through the process, and help them find the best coverage for their needs.No insurance experience required &mdash; we provide full training.⸻Responsibilities:<ul><li>Answer incoming calls and follow up with interested clients</li><li>Provide information and insurance quotes</li><li>Assist clients throughout the process</li><li>Maintain organized client records in the system</li><li>Deliver excellent customer service</li></ul>⸻Requirements:<ul><li>Basic computer skills (VERY IMPORTANT)</li><li>Good communication skills</li><li>Positive attitude and willingness to learn</li><li>Responsible and reliable</li><li>Bilingual (English/Spanish) preferred</li></ul>⸻Compensation:<ul><li>Base salary + bonuses + commission</li><li>Opportunity for increase after 6 months based on performance</li><li>Full training provided</li></ul>⸻Why Join Us:<ul><li>Friendly and supportive work environment</li><li>Constant leads provided (no cold calling)</li><li>Real growth opportunity</li><li>Ongoing training and support</li></ul>⸻How to Apply:Apply through Indeed or contact us directly:(346) 500-9514fortworth@aksinsurance.comTipo de puesto: Tiempo completo, Comisi&oacute;nSueldo: $13.00 - $15.00 la horaHoras previstas: 40 por semanaLugar de trabajo: Empleo presencial

Customer Service Representative (Insurance) – Training Provided

DXC Technology

<div>Job Description:
We are seeking a customer-focused Insurance Customer Service Representative to support clients with inquiries related to insurance and financial products. This role requires strong communication skills, attention to detail, and the ability to operate in a fast-paced, high-volume call center environment.
Candidates with FINRA Series 6 or 7 licenses are strongly preferred, as the role involves supporting clients with regulated financial and insurance-related services.
<h2 class="jobSectionHeader">Key Responsibilities
</h2><ul><li>Handle inbound customer calls, providing timely and accurate responses to inquiries related to insurance and financial products.
</li><li>Assist clients with account servicing, including policy information, transactions, updates, and general inquiries.
</li><li>Research and resolve customer issues, ensuring a high level of service and timely follow-up.
</li><li>Accurately document all customer interactions, transactions, and resolutions in internal systems.
</li><li>Process customer requests such as account updates, documentation requests, and transaction-related activities in compliance with company policies and regulatory requirements.
</li><li>Meet or exceed established service level agreements (SLAs), quality standards, and performance metrics.
</li><li>Escalate complex or sensitive issues to the appropriate teams when necessary.
</li><li>Maintain a strong understanding of products, services, and regulatory guidelines.
</li><li>Identify opportunities to improve processes and enhance the customer experience.
</li></ul><h2 class="jobSectionHeader">Required Qualifications
</h2><ul><li>High school diploma or equivalent (G.E.D.).
</li><li>2+ years of experience in customer service, call center, or a high-volume client-facing environment.
</li><li>Strong communication skills (verbal and written) with the ability to explain information clearly and professionally.
</li><li>Proven ability to manage difficult conversations and de-escalate customer concerns.
</li><li>Strong attention to detail and organizational skills.
</li><li>Ability to multitask and navigate multiple systems efficiently.
</li><li>Comfortable working in a fast-paced, metrics-driven environment.
</li></ul><h2 class="jobSectionHeader">Preferred Qualifications
</h2><ul><li>Active FINRA Series 6 or Series 7 license (strongly preferred).
</li><li>Experience in financial services, insurance, or brokerage environments.
</li><li>Familiarity with investment or insurance products (e.g., annuities, retirement accounts, policies).
</li><li>Experience working with CRM systems or call center technologies.
</li></ul><h2 class="jobSectionHeader">Key Skills &amp; Competencies
</h2><ul><li>Customer-focused mindset with a commitment to service excellence
</li><li>Strong problem-solving and analytical skills
</li><li>Ability to work independently and as part of a team
</li><li>Adaptability and ability to quickly learn new systems and processes
</li><li>Ability to remain calm and professional under pressure
</li><li>Strong listening and interpersonal skills
</li></ul>At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We&rsquo;re committed to fostering an inclusive environment where everyone can thrive.
If you are an applicant from the United States, Guam, or Puerto Rico
DXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below .
We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters . To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.
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Insurance Call Center Representative (FINRA Preferred)

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