Licensed Customer Service Representative

Position Overview

Great Park Insurance Services is seeking a Licensed Insurance Representative to join our team. Great Park Insurance is looking for an experienced Customer Service Representative (CSR) who is friendly, upbeat, professional, and dependable. You will be responsible for delivering courteous, professional, and efficient service to customers and insurance agents as well as handling administrative tasks and maintaining client documentation.

This is a full-time position (Schedule: 8:30am to 5:00pm, Monday through Friday).

Salary: $50,000.00 - $75,000.00 per year

Location: In person

Key Responsibilities

• Support incoming calls and emails from customers.
• Handle basic coverage questions, assist with enrollment, premium inquiries, and cancellation requests.
• Respond to questions and requests from clients, customers, and agents quickly and accurately.
• Record details of all customer interactions including requests, inquiries, comments, complaints and document actions taken.
• Retrieve and respond to voicemails and emails.
• Maintain a clean, neat, and organized workstation.
• Ensure punctuality.

Required Qualifications

• Experience in insurance customer service.
• Exceptional listening skills with the ability to handle detailed inbound/outbound calls.
• Ability to multi-task between various software programs.
• Strong problem solving and resolution skills.
• Proficient typing skills for complete, accurate, and thorough note-taking in customer files.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Excellent communication skills for telephone, email, and in-person interactions.
• Education: High school diploma/GED
• Requirements: Valid California P&C Insurance License
• Experience Required: Customer Service – 1 year; Insurance – 1 year

Preferred Qualifications

• Insurance experience of 1 year (Preferred).

Benefits & Perks

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off