Customer Service Insurance Agent

Shawn Smith Inc; Burlington (NC); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health Insurance credit monthly

Employee discounts

Bonus based on performance

Job summary

Shawn Smith Agency in Burlington, NC, is seeking a motivated Customer Service Insurance Agent to join our growing team. You will assist clients with policy inquiries, updates, and renewals, and help new applicants with the coverage options we offer.

This role emphasizes clear communication, accurate data entry, and a client-first attitude. Aiding sales through cross-sell opportunities and collaborating with teammates, you will contribute to a trusted local agency that values integrity and

Qualifications

• Active Property & Casualty license required or willingness to obtain.
• Experience in customer service, insurance, or related field preferred.
• Strong communication and interpersonal skills.
• Proficient in basic computer applications and data entry.
• Detail-oriented with strong organizational and multitasking abilities.
• Ability to work independently and as part of a team.
• Positive, client-first attitude with a passion for helping others.

Responsibilities

• Assist clients with policy inquiries, updates, and renewals.
• Process new insurance applications and policy changes accurately.
• Handle inbound calls and resolve service issues professionally.
• Educate clients on coverage options and available products.
• Maintain accurate client records in the agency management system.
• Support sales by identifying cross-sell and upsell opportunities.
• Collaborate with team members to ensure a seamless customer experience.

Skills

Property & Casualty Insurance

Customer service

Communication skills

Data entry

Detail-oriented

Teamwork

Positive attitude

Job description

Benefits:

• Health Insurance credit monthly
• Employee discounts
• Bonus based on performance

About the Role:

We are growing and looking for a motivated and personable Customer Service Insurance Agent to join our growing team in Burlington, NC. This is a fantastic opportunity to build a rewarding career in the insurance industry while making a real difference in the lives of our clients. If you love helping people and thrive in a fast-paced environment, we want to hear from you!

Responsibilities:

• Assist clients with insurance policy inquiries, updates, and renewals
• Process new insurance applications and policy changes accurately and efficiently
• Handle inbound customer calls and resolve service issues with professionalism
• Educate clients on coverage options, policy details, and available products
• Maintain accurate client records and documentation in the agency management system
• Support sales efforts by identifying cross-sell and upsell opportunities
• Collaborate with team members to ensure a seamless customer experience

Requirements:

• Active Property & Casualty (or willingness to obtain)
• Prior experience in customer service, insurance, or a related field preferred
• Strong communication and interpersonal skills
• Proficient in basic computer applications and data entry
• Detail-oriented with strong organizational and multitasking abilities
• Ability to work independently and as part of a team
• Positive, client-first attitude with a passion for helping others

About Us:

Shawn Smith Agency is a trusted insurance agency serving the Burlington, NC community with dedication and integrity. Our clients rely on us to protect what matters most, and we take that responsibility seriously every single day. We foster a supportive, team-oriented workplace where employees are valued, developed, and empowered to succeed