Personal and Commercial Customer Service Representative

About Us

Based right here in the heart of Atlanta, our office is a vibrant space where we prioritize genuine connection and honest support. We are looking for a dedicated Personal and Commercial Customer Service Representative to join our close-knit team and become a steady hand for our clients. In this role, you will be the face of our firm, taking the time to truly listen to the needs of families and business owners alike. You will not just be handling paperwork; you will be solving problems and helping our community navigate the complexities of coverage with a smile. If you are someone who finds fulfillment in helping others and thrives in a setting where your voice is heard, you will fit right in here. We value your unique perspective and invite you to grow your career with us in an environment that truly feels like home.

Your Responsibilities

• Act as the primary point of contact for our policyholders, answering questions and resolving issues with care.
• Review and process policy changes, renewals, and endorsements for both personal and business accounts.
• Identify gaps in coverage and suggest appropriate protections that give our clients peace of mind.
• Maintain accurate and detailed records of all client interactions within our management system.
• Work with sales and management team to maintain the appropriate processes, and workflors in the agency.
• Assist with billing inquiries and claims reporting to ensure our clients feel supported during difficult times.
• Work with the current virtual assistant team.

Requirements

• Active: Georgia Property and Casualty Insurance License.
• Experience: Minimum of two years of experience in Property & Casualty insurance f.
• Skills: Technical proficiency in agency management systems, Hubspot, and Microsoft Office Suite.
• Education: High school diploma or equivalent.
• Familiarity: with commercial lines documentation and renewal cycles.
• Preference: not a requirement, that you reside in Georgia.

Benefits

• Paid Time Off (PTO)
• Work from Home
• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities