- Hiring from
- United States
- Work type
- Hybrid
- Posted
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Overview
- Hybrid schedule: 2 days remote / 3 in‑office
- Predictable hours (no nights, weekends, or holidays)
- Competitive pay + generous PTO
- Medical, dental & vision starting day one
- 401(k), tuition reimbursement & longevity bonuses
Responsibilities
We’re looking for an Agency Services Representative to provide day-to-day service and support to our agency customers. In this role, you’ll assist policyholders with billing, coverage questions, policy changes, and other servicing needs while helping ensure transactions are handled accurately and efficiently.
You’ll work closely with customers, agency staff, insurance carriers, and internal teams, making this a great opportunity for someone who is organized, detail-oriented, and enjoys helping others.
What You’ll Do
- Respond to customer questions related to billing, payments, coverage, and policy servicing.
- Handle inbound service calls and provide timely, professional assistance to policyholders and prospects.
- Process policy changes, endorsements, certificates of insurance, evidence of insurance, and other service requests.
- Prepare and distribute policy documents, endorsements, and related correspondence.
- Support new business by coordinating referrals and preparing policy documentation and sales paperwork.
- Maintain accurate customer and policy information within the agency management system.
- Review transaction activity to ensure policy updates are processed accurately and completely.
- Work with insurance carriers and internal teams to resolve customer questions and service issues.
Qualifications
What We’re Looking For
- High school diploma or equivalent required.
- Previous experience in insurance, customer service, administrative support, or a related field is preferred.
- Strong customer service and communication skills.
- Excellent organization and attention to detail.
- Ability to prioritize and manage multiple responsibilities in a fast-paced environment.
- Proficiency with Microsoft Office and the ability to learn new systems and insurance-related software.
- A collaborative approach with the ability to work independently, exercise good judgment, and handle confidential information professionally.
Why This Role?
This is a great opportunity for someone who enjoys working directly with customers, solving problems, and keeping things organized. Whether you bring insurance experience or a strong customer service background, you’ll have the opportunity to build your knowledge while supporting customers throughout their policy experience.
