Licensed Customer Service Representative

Position Overview

The Customer Service Representative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner.

Key Responsibilities

• Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions.
• Demonstrate a strong understanding of company procedures, processes, tools, and systems.
• Take full ownership of customer accounts during the review and servicing process.
• Maintain accurate internal records by archiving all necessary documentation and evidence.
• Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features.
• Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner.
• Request, track, and follow up on any missing or required information from customers.
• Provide accurate quotations, pricing details, and policy information to new and existing customers.
• Successfully complete the sales process in accordance with the company's regulatory requirements.
• Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards.

Required Qualifications

• High school diploma or equivalent required.
• Active insurance license (Property & Casualty)
• Bilingual skills are a plus (Spanish/English preferred).
• Ability to learn and apply insurance guidelines, processes, and systems.
• Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism.
• Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition.
• Time-management skills.
• Customer-focused mindset with strong problem-solving skills.
• Previous customer service experience preferred.
• Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score.

Benefits & Perks

• Standard schedule: Monday–Friday; currently hiring for shifts between 5:00 AM and 6:00 PM MST.
• In-office position and require on-site attendance for all scheduled shifts for Arizona.
• Remote position available for out-of-state applicants only; the schedule must accommodate Arizona time.