Customer Service Representative

The Liberty Company Insurance Brokers, LLC; Rocklin (CA); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Holiday pay

Education support

Stress management programs

Community involvement

Job summary

The Liberty Company Insurance Brokers, LLC in Rocklin, CA is seeking a Customer Service Representative for Personal Lines to service existing accounts, quote new ones, and provide responsive support. This role emphasizes clear communication and the ability to multitask to deliver excellent service.

The ideal candidate will handle policy questions, assist with Certificates of Insurance, and collaborate with underwriters.

Qualifications

• Experience in Personal Insurance, ideally in an Independent Insurance Agency.
• Strong verbal and written communication abilities.
• Strong organizational skills and detail orientation.

Responsibilities

• Handle servicing tasks for existing Personal Lines accounts.
• Quote new accounts and process changes with clients.
• Communicate with clients and underwriters regularly.
• Assist with Certificates of Insurance and payments.
• Answer policy questions and manage payments.

Skills

Personal Insurance experience

Communication skills

Multi-tasking

Organizational skills

Professional demeanor

Customer service mindset

Team collaboration

Attention to detail

Problem solving

Education

Experience in Personal Insurance (not formal degree)

Tools

Microsoft Office

Job description

Description

At The Liberty Company, we believe work should feel meaningful, supportive, and energizing. We’re redefining what it means to build a career in insurance by putting people, purpose, and possibility at the center of everything we do. If you’re looking for a place where collaboration is genuine, growth is encouraged, and your work truly matters, you may have just found your JOB—your Joy of Being. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.

Description

At The Liberty Company, we believe work should feel meaningful, supportive, and energizing. We’re redefining what it means to build a career in insurance by putting people, purpose, and possibility at the center of everything we do. If you’re looking for a place where collaboration is genuine, growth is encouraged, and your work truly matters, you may have just found your JOB—your Joy of Being. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.

We’re searching for an exceptional Customer Service Representative for our Personal Lines clients to join our growing team in our Rocklin, CA office. This position can be remote or hybrid. If you’re a great culture fit and this role sounds like your next step, we’d love to hear from you!

Position Summary

The Personal Lines Customer Service Representative is responsible for handling servicing tasks for existing accounts and quoting tasks for new accounts. This individual will talk to clients about their policies and process changes as needed. This role requires a strong ability to communicate and multi‑task to offer our clients the highest level of customer service.

Essential Duties and Responsibilities

• Bind coverage with required documents/forms and payments
• Manage all activities and workload in agency management system
• Review policies for accuracy
• Communicate regularly and directly with clients and underwriters
• Send out forms to clients that need to be reviewed and then collect payment
• Assist clients with requests for Certificates of Insurance
• Handle claim calls from clients, and then report claims to the appropriate carrier
• Follow up with clients and adjusters during claims process
• Answer incoming calls from clients with general policy questions
• Process payments from clients
• Assist with quoting activities

Qualifications

Minimum Requirements

• Experience specifically working in Personal Insurance, preferably in an Independent Insurance Agency
• Outstanding verbal and written communication skills
• Experience using programs within Microsoft Office
• Strong organization skills
• Professional demeanor and appearance
• Friendly and out-going
• Significant ability to multi‑task detailed and complex work
• Strong tendency to always exceed others' expectations

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

• Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code,
• 1033 and 1034 to qualify for that role