Licensed Customer Service Representative

Job Summary

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.

Duties and 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.

Job Requirements

· 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.

Work Environment & Schedule

· Standard schedule: Monday–Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring.

· In-office position and require on-site attendance for all scheduled shifts for Arizona.

· Remote position available for out-of-state applicants only, and this position requires

the schedule to accommodate Arizona time.