Insurance Agency Customer Service Specialist

gobravvo; Spring (TX); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Bonuses

PTO

Health insurance

Retirement plan

Training resources

Career advancement

Job summary

gobravvo is seeking an Insurance Agency Customer Service Specialist to deliver outstanding service to clients and support agency operations. You will greet clients, handle inquiries, process forms, and maintain client files while working with agents and partners to ensure efficient office performance.

The role emphasizes accuracy, professionalism, and a proactive approach to client satisfaction, with opportunities for career growth within the agency and the broader insurance sector.

Qualifications

• Eligibility to obtain a Property and Casualty insurance license.
• Experience in insurance, customer service, or administrative roles.
• Excellent verbal and written communication abilities.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and tasks independently.
• Commitment to professionalism and client satisfaction.

Responsibilities

• Greet clients, answer calls, and respond to emails in a timely, courteous manner.
• Schedule daily office activities and manage supplies.
• Prepare, process, and organize insurance forms; maintain client files securely.
• Enter and update client data in the agency management system.
• Address billing inquiries, process payments, and follow up on overdue accounts.
• Facilitate communication between clients and insurance agents.
• Support marketing initiatives and social media account management.
• Assist with basic inquiries in the claims process.

Skills

Front-line customer service

Verbal & written communication

Data entry accuracy

Team coordination

Tools

Microsoft Office Suite

Agency management software

Job description

Join a leading insurance agency as an Insurance Agency Customer Service Specialist, where your organizational abilities and customer support skills will help drive positive client relationships and agency success. As part of a dynamic team, you will have the opportunity to learn, grow, and play a vital role in ensuring exceptional service for all clients. This position offers a supportive environment and the potential for professional development within the expanding insurance sector.

Insurance Agency Customer Service Specialist - Summary

The Insurance Agency Customer Service Specialist plays a central role in delivering outstanding service to clients, supporting agency operations, and ensuring the smooth processing of administrative and billing tasks. In this position, you will interact with clients, agents, and external partners, helping to maintain a professional and efficient office environment. Your contributions will directly impact client retention, satisfaction, and the agency’s reputation for excellence.

Duties & Responsibilities

• Provide exceptional front-line support by greeting clients, answering phone calls, and responding to email inquiries in a timely and courteous manner.
• Manage daily office schedules, book appointments, and ensure all necessary supplies are available to keep the office functioning smoothly.
• Prepare, process, and organize insurance forms, maintaining client files and ensuring documentation is accurately completed and securely filed.
• Accurately enter and update client data in the agency management system, ensuring records are current and compliant with agency standards.
• Address client billing inquiries, process payments, and proactively follow up on overdue accounts to support timely collections and client satisfaction.
• Facilitate clear communication between clients and insurance agents, acting as a reliable liaison to ensure information flows efficiently.
• Assist with agency marketing initiatives by organizing events, preparing promotional materials, and supporting social media account management.
• Offer preliminary assistance in the claims process, ensuring clients receive guidance and support with documentation and communication with claims adjusters.

Salary & Benefits

• Competitive base hourly pay structure
• Monthly performance-based bonuses
• Opportunities for career advancement within the agency
• PTO (Paid Time Off)
• Comprehensive health insurance coverage
• Retirement plan participation
• Training and development resources to support professional growth

Qualifications & Requirements

• Eligibility to obtain a Property and Casualty insurance license
• Previous experience in insurance, customer service, or administrative roles (experience with State Farm or similar agencies is an advantage)
• Strong proficiency in Microsoft Office Suite and familiarity with agency management software
• Excellent verbal and written communication abilities
• Outstanding organizational skills with the ability to manage multiple priorities and tasks effectively
• Commitment to professionalism, accuracy, and client satisfaction in all interactions
• Strong attention to detail for data entry and document preparation
• Capability to work independently and resolve client issues efficiently

Ideal Candidate Snapshot

• Highly organized and detail-oriented professional with a strong drive for accuracy and efficiency.
• Friendly, approachable demeanor with a passion for providing excellent customer service.
• Adaptable team player who thrives in a dynamic, fast-paced office environment.
• Desire for continuous learning and advancement within the insurance industry.
• Proactive problem-solver who can manage competing priorities and deadlines.

Other Relevant Information

• This is a position with an independent contractor agent affiliated with a leading insurance brand, not with the parent insurance company.
• Employment is contingent upon successful completion of applicable licensing and training requirements.
• All hiring decisions are made by the independent contractor agent.
• Employees in this role are not employees of the parent insurance company.
• The agency is committed to equal employment opportunity and values a diverse workplace environment.