Customer Service Insurance Agent - Growth & Bonuses

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

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