Customer Service Representative

The Juris Agency; Fresno (CA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Mon-Fri Schedule

Career Growth Opportunities

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Job summary

Pathwise Insurance Agency in Fresno is seeking a friendly, client-focused professional to be the first voice clients hear, manage policy documents, and ensure timely follow-ups while maintaining high service standards.

You will support the team, handle scheduling and onboarding, and ensure every interaction is accurately documented in the agency system.

Qualifications

• 1–2+ years of insurance agency or strong customer service experience.
• Active California Property & Casualty license preferred or willingness to obtain within 90 days.
• Organized, detail-oriented, and reliable — you follow through.
• Warm and professional on the phone; clear in writing.
• Bilingual English/Spanish a strong plus.

Responsibilities

• Serve as the first point of contact for client calls, emails, and walk-ins — friendly, professional, and solutions-first.
• Manage our agency management system (HawkSoft): client files, policy documents, declarations pages, and activity notes.
• Monitor daily carrier downloads (IVANS) and the agency service inbox.
• Process endorsements, payment issues, and policy changes with carriers.
• Issue Evidence of Insurance and handle lender and mortgagee requests.
• Run our client care workflow: onboarding emails, thank-you calls, Google review requests, and renewal follow-ups.
• Keep documentation clean and complete on every interaction — if it's not in the system, it didn't happen.
• Support the team with scheduling, office logistics, and new-agent onboarding coordination.
• Once licensed: quote and write coverage for the clients you serve, earning commission on your own sales.

Skills

Customer service

Phone skills

Written communication

Bilingual EN/ES

Organization

Education

CA P&C license

License training willingness

Tools

HawkSoft

Agency management system

Job description

Job Description

Who We Are

Pathwise Insurance Agency is a growing independent agency in Fresno built on four pillars: Integrity First, Growth-Minded, Community-Driven, Legacy-Focused. We protect families across the Central Valley with home, auto, umbrella, and life insurance from 30+ carriers — and we're building something that lasts. That starts with the team.

The Role

You'll be the heartbeat of our office — the first voice clients hear and the person who makes sure every policy, document, and follow-up is handled right. You'll manage our agency systems, support our clients with care, and keep our service standards sharp.

And here's what makes this role different: once you're licensed, there are opportunities to earn commission on your own sales. We'll support you through licensing, and as you grow, your income grows with you. This seat is a genuine career path — not a dead-end desk job.

Benefits

• Mon-Fri Schedule
• Career Growth Opportunities
• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training

Responsibilities

Serve as the first point of contact for client calls, emails, and walk-ins — friendly, professional, and solutions-first

Manage our agency management system (HawkSoft): client files, policy documents, declarations pages, and activity notes

Monitor daily carrier downloads (IVANS) and the agency service inbox

Process endorsements, payment issues, and policy changes with carriers

Issue Evidence of Insurance and handle lender and mortgagee requests

Run our client care workflow: onboarding emails, thank-you calls, Google review requests, and renewal follow-ups

Keep documentation clean and complete on every interaction — if it's not in the system, it didn't happen

Support the team with scheduling, office logistics, and new-agent onboarding coordination

Once licensed: quote and write coverage for the clients you serve, earning commission on your own sales

Terms may change at any time, and if so, will be discussed prior to any changes as we grow the agency and rules change within the insurance agency.

Requirements

Here's the Requirements field, ready to paste into IdealTraits:

1–2+ years of insurance agency or strong customer service experience (personal lines a plus)

Active California Property & Casualty license preferred — or willingness to obtain within 90 days (we'll support you and provide training; commission opportunities on your own sales once licensed)

Organized, detail-oriented, and reliable — you follow through without being chased

Warm and professional on the phone; clear in writing

Experience with HawkSoft or any agency management system a plus; comfort learning new software a must

Bilingual English/Spanish a strong plus

Able to work part/full-time in our Fresno office