Customer Service Agent

ISC (Integrated Specialty Coverages, LLC); Sacramento (CA); Hybrid; USD 27,552 - 31,684; Full time

Benefits offered by this job

Employee Ownership Program - every ...

Owner Referral Program

Work from home reimbursement forremote

Canary emergency financial assistance

Life/AD&D Insurance

Employee Assistance Program

Health Savings Account, company match

Short-term disability

Voluntary benefits

401(k) Plan with company match

Wealth Financial Wellness Program

Job summary

CCIS in Sacramento, CA is hiring a Customer Service Agent to provide phone support, manage client records, and connect customers with the right teams for a positive experience. The role starts onsite 8:00–5:00, Mon–Fri, with a probationary training period and a transition to hybrid work with one day from home.

You will triage calls, update policy and license details, guide claim processes, prepare certificates of insurance, and collaborate with agents to maintain accurate data and timely

Qualifications

• High School Diploma or GED required.
• 1 year in a clerical customer service-related role.
• 1 year utilizing Microsoft Office and/or digital CRM software.
• Strong written and verbal communication skills.
• A customer service oriented approach to your work.
• Kindness, integrity and respect for all people.
• A genuine care and concern for detail & accuracy.
• Ability to remain calm in a dynamic, fast-paced environment.
• Willing to work onsite in our Sacramento office Monday-Friday.

Responsibilities

• First call resolution – greet and triage inbound customer calls or promptly return customer voicemail inquiries.
• Provide customer account support – offer accurate policy and license information, process non-premium policy changes, handle cancellations and reinstatement requests, maintain detailed records in our agency management system.
• Guide customers through the claim process – assist during claim intake and explain timelines and key contacts.
• Prepare and distribute certificates of insurance – ensure accuracy when delivering verification of coverage.
• Partner with agents and customers – ask questions to gather essential information and ensure efficient call transfers.
• Assist with policy maintenance and data accuracy – update records and ensure clean data entry in the agency management system.

Skills

Microsoft Office

CRM software

Written communication

Verbal communication

Customer service mindset

Attention to detail

Calm under pressure

Onsite work

Education

High School Diploma or GED

Tools

Agency management system

Job description

As a Customer Service Agent at CCIS, you will be responsible for providing phone support to the agency, managing our customer database, assisting clients with their needs, and connecting them to the appropriate team members to ensure a positive experience with CCIS. CCIS is headquartered in Sacramento, California. This position follows standard business hours from 8:00 AM to 5:00 PM PST, Monday through Friday with flexibility of an earlier or later start time is needed. This role requires onsite attendance in our Sacramento office Monday-Friday for a probationary/training period and then turns into hybrid with one day work from home.

Position Responsibilities

• First call resolution – Greet and triage inbound customer calls or promptly return customer voicemail inquiries. Address their needs, troubleshoot issues, and provide clear guidance to support a successful customer experience.
• Provide customer account support – Offer accurate policy and license information, process non-premium policy changes such as name, address, and contact updates, handle cancellations and reinstatement requests, and maintain detailed records and source documents in our agency management system.
• Guide customers through the claim process – Assist customers during claim intake. Offer insight on timelines and identify key contacts they can expect to work with throughout the review.
• Prepare and distribute certificates of insurance – Ensure accuracy and completeness when delivering verification of coverage to customers and third parties.
• Partner with agents and customers – Ask thoughtful, probing questions to gather essential information, support smooth team communication, and ensure efficient call transfers when needed.
• Assist with policy maintenance and data accuracy – Support routine updates to customer and policy records, ensure clean data entry into the agency management system, and help identify and correct inconsistencies or outdated information to maintain high-quality records across all service workflows.

Minimum Qualifications

• High School Diploma or general education degree (GED)
• 1 year in a clerical customer service-related role
• 1 year utilizing Microsoft Office and/or digital CRM software
• Strong written and verbal communication skills
• A customer service oriented approach to your work
• Kindness, integrity and respect for all people
• A genuine care and concern for detail & accuracy
• Ability to remain calm in a dynamic, fast‑paced environment
• Willing to work onsite in our Sacramento office Monday-Friday

National Pay Range: $20 USD - $23 USD

ISC's salary ranges are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job‑related skills, experience, and relevant education or training.

Benefits of Working at ISC

• Employee Ownership Program - every eligible employee shares in the financial rewards that grow when the company grows
• Owner Referral Program
• Work from home reimbursement for remote/hybrid roles
• Canary emergency financial assistance program
• Life/AD&D Insurance
• Confidential, Employee Assistance Program
• Health Savings Account, includes company contribution
• Short-term disability
• Voluntary benefits - supplemental accident, critical illness, hospital insurance
• 401(k) Plan with company match contribution
• Addition Wealth Financial Wellness Program

Applicants may contact the ISC HR department via e‑mail or phone to request and arrange for an accommodation that will allow the applicant to successfully complete the application process. Applicants needing assistance may request accommodation at any time. Please contact ISC at [e-mail] or 760-599-7242.

Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.

Must be legally authorized to work in the United States.

ISC participates in the Federal E-Verify program.