Licensed Customer Service Representative

About the role

You will serve as a primary point of contact for policyholders and agents, managing inquiries regarding Personal Lines insurance products. This position focuses on resolving policy-related issues while maintaining high standards for service quality and client retention.

Key facts

What you'll do

• Provide accurate and timely information to customers and insurance agents
• Manage policy questions independently and escalate complex issues when necessary
• Analyze customer needs to support business growth and retention
• Complete a mandatory, paid training program held Monday through Friday from 9:00 am to 5:30 pm EST
• Work a regular shift starting between 8:30 am and 10:30 am EST
• Participate in a weekend rotation that includes working one weekend day

Requirements

• Must hold an active insurance license
• Reliable attendance throughout the training period and daily operations

Skills & tools

• Customer service communication
• Problem solving
• Personal Lines insurance knowledge

Practical notes

• Training attendance is mandatory for all scheduled sessions
• The role requires consistent availability during assigned shift hours