Customer Service Representative

gobravvo; Hopkins (MN); On-site; USD 32,000 - 54,000; Full time

Benefits offered by this job

401(k) match

PTO including vacation and personal/s.

Licensing assistance and continuing ed

Career development and mentoring

Team events and snacks

Job summary

gobravvo is seeking a Customer Service Representative to build strong client relationships across phone, email, and in-person interactions within the insurance and financial services space. You will educate clients about policies, assist with changes, and ensure accurate, courteous service that supports agency growth.

You will work in a fast-paced, team‑driven environment that values integrity and reliability, with opportunities for professional growth, flexible benefits, and ongoing training to

Qualifications

• Clear and professional communication with clients and colleagues
• Strong organizational skills to manage multiple client files and tasks
• Ability to analyze client needs and propose suitable insurance solutions
• Proactive, service‑oriented mindset with attention to detail
• Sales and service background preferred but not required at entry

Responsibilities

• Serve as primary point of contact for client inquiries via phone, email, and in person
• Educate clients on insurance products, coverage options, and policy changes
• Process policy updates, claims, billing questions, and eligibility checks
• Identify client needs through consultative questioning and guide them to suitable products
• Document interactions accurately and maintain up-to-date client records
• Collaborate with teammates to meet performance goals and deliver exceptional service

Skills

Excellent communication

Organizational skills

Problem solving

Team collaboration

Sales background

Job description

The Customer Service Representative (CSR) is a critical member of our team, responsible for building and maintaining strong relationships with clients while ensuring that every customer interaction reflects the highest standards of service and professionalism. As a Customer Service Representative, you will be instrumental in providing support, guidance, and problem-solving for clients’ needs, helping to drive the continued growth and reputation of our agency. This role is ideal for individuals who are enthusiastic about delivering excellent service, possess strong communication skills, and are eager to develop their careers in the insurance and financial services industry.

The Customer Service Representative position is designed for those who thrive in a fast-paced, collaborative environment that values integrity, reliability, and a customer-first mentality. You will have the chance to work alongside a dedicated team, where your contributions directly impact client satisfaction and loyalty. This full-time opportunity offers a comprehensive range of benefits, professional growth, and a supportive atmosphere that encourages both personal and career development.

As a Customer Service Representative, you will interact with clients via phone, email, and in-person, addressing inquiries related to insurance policies, claims, billing, and coverage options. You will play a vital role in educating customers about their coverage, assisting them with policy changes, and ensuring they understand their options. By delivering prompt, accurate, and courteous service, you will help foster lasting relationships and contribute to the agency’s high standards of client support.

In addition to your customer service duties, you will help identify client needs through a consultative approach, guiding them to suitable insurance products and solutions. Your proactive engagement and attention to detail will ensure that clients’ portfolios remain up-to-date and that their experiences with the agency are seamless and positive. You will also be responsible for keeping accurate records, following up with clients as needed, and working collaboratively with team members to meet performance goals.

The Customer Service Representative role is supported by a competitive compensation package, including base salary, commission, and performance bonuses. Employees enjoy a comprehensive benefits program and access to professional development resources. The positive and energetic team culture is enhanced by regular team-building activities, recognition programs, and a safe and supportive work environment.

If you are passionate about helping others, possess a strong work ethic, and are motivated to build a rewarding career, we invite you to apply for the Customer Service Representative position.

Customer Service Representative - Summary

• Serve as the primary point of contact for client inquiries and service needs
• Build and maintain strong, trust-based relationships with clients
• Educate clients on insurance products, policy updates, and coverage options
• Support agency growth through high-quality customer interactions
• Collaborate with team members in a supportive, inclusive environment

Duties & Responsibilities

• Respond promptly and professionally to phone calls, emails, and messages from current and prospective clients
• Provide comprehensive information regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing
• Initiate and maintain follow-ups with clients to ensure ongoing satisfaction and policy complianceli>
• Utilize a needs-based approach to recommend insurance solutions tailored to individual clients
• Maintain accurate records of client interactions and transactions in compliance with agency and regulatory standards
• Foster a positive experience for every client through attentive, solution-oriented service
• Contribute to a positive team culture through active participation in meetings and collaborative projects
• Demonstrate a strong commitment to achieving personal and team goals

Salary & Benefits

• Competitive base salary with opportunities for commission and performance bonuses
• 401(k) plan with company match
• PTO including vacation and personal/sick days
• Disability and life insurance benefits
• Support for professional licensing and continuing education
• Growth potential and clear pathways for career advancement
• Mentoring, business development training, and valuable hands-on experience
• Office perks such as complimentary snacks and beverages, branded gear, and regular team events

Qualifications & Requirements

• Excellent written, verbal, and listening communication skills
• Strong organizational skills and attention to detail
• Proactive approach to problem-solving and ability to multi-task
• Comfortable working in a collaborative, team-oriented setting
• Sales and service background preferred
• Property/Casualty insurance license (or ability to obtain, with reimbursement available)
• Life/Health license preferred but not required at the start

Ideal Candidate Snapshot

• Motivated to provide exceptional service and support to clients
• Adaptable, resourceful, and committed to ongoing professional growth
• Demonstrates a positive attitude and enjoys contributing to a team environment
• Values integrity, reliability, and a strong work ethic
• Interested in a long-term career in customer service or the insurance industry

Other Relevant Information

• Office environment promotes a safe, fun, and energetic atmosphere
• Team members enjoy regular opportunities for social engagement and recognition
• Comprehensive onboarding and ongoing training provided
• Encourages applicants from all backgrounds in line with Equal Employment Opportunity (EEO) guidelines