Customer Service Representative

California Contractors Insurance Services

Sacramento (CA)

On-site

USD 27,552 - 31,684

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Job summary

A local insurance agency headquartered in Sacramento is looking for a Customer Service Representative. In this full-time role, you will provide phone support, manage customer accounts, and assist with the claims process. Applicants should have a high school diploma and a customer service-oriented attitude. This position requires onsite attendance from Monday to Friday during standard business hours.

Qualifications

1 year in a clerical customer service-related field.
Strong written and verbal communication skills.
A customer service oriented approach to your work.
Ability to remain calm in a dynamic, fast-paced environment.

Responsibilities

Greet and triage inbound customer calls for first call resolution.
Assist customers during claim intake and provide accurate policy information.
Ensure data accuracy for customer and policy records.
Prepare and distribute certificates of insurance.

Education

High School Diploma or GED

Tools

Microsoft Office

Digital CRM software

Job description

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California Contractors Insurance Services provided pay range

This range is provided by California Contractors Insurance Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$20.00/hr - $23.00/hr

Job Summary

As a Customer Service Representative at CCIS, you will be responsible for providing phone support to the agency, managing our customer database, assisting clients with their needs, and connecting them to the appropriate team members to ensure a positive experience with CCIS. CCIS is headquartered in Sacramento, California. This position follows standard business hours from 7:00 AM to 6:00 PM PST, Monday through Friday. This role requires onsite attendance in our Sacramento office Monday-Friday.

Position Responsibilities

First call resolution – Greet and triage inbound customer calls or promptly return customer voicemail inquiries. Address their needs, troubleshoot issues, and provide clear guidance to support a successful customer experience
Provide customer account support – Offer accurate policy and license information, process non-premium policy changes such as name, address, and contact updates, handle cancellations and reinstatement requests, and maintain detailed records and source documents in our agency management system
Guide customers through the claim process – Assist customers during claim intake. Offer insight on timelines and identify key contacts they can expect to work with throughout the review
Prepare and distribute certificates of insurance – Ensure accuracy and completeness when delivering verification of coverage to customers and third parties
Partner with agents and customers – Ask thoughtful, probing questions to gather essential information, support smooth team communication, and ensure efficient call transfers when needed
Assist with policy maintenance and data accuracy – Support routine updates to customer and policy records, ensure clean data entry into the agency management system, and help identify and correct inconsistencies or outdated information to maintain high-quality records across all service workflows

Minimum Qualifications