Insurance Client Services & Policy Advisor

Insurance Protection Solutions, INC.; Charlottesville (VA); On-site; USD 40,500 - 49,500; Full time

Benefits offered by this job

Base salary + commission + bonus

Paid time off starting day one

Flexible M-F schedule

Health, dental, vision, life insurance

Retirement plan

Sign-on bonus

Licensing assistance

Hands-on training

Tuition reimbursement

Annual base salary + commissions + bon

Mon-Fri schedule

Career growth opportunities

Holidays off

Professional development

Job summary

Insurance Protection Solutions, INC. is seeking an Insurance Customer Service Representative to support clients with renewals, policy changes, and service requests in a collaborative, growth-oriented environment.

The role emphasizes licensing with agency support, strong communication, attention to detail, and an analytical approach to coverage needs, with opportunities for cross-selling and career advancement in a Virginia-based office.

Qualifications

• Willingness to obtain insurance licensing with agency support
• Strong communication skills with a calm, professional demeanor
• Attention to detail and strong organizational skills
• An analytical mindset with the ability to understand coverage needs
• Comfort supporting sales conversations and cross-selling when appropriate
• Prior insurance experience is a bonus

Responsibilities

• Provide exceptional customer support for service requests and policy questions
• Conduct coverage reviews and basic risk assessments for existing clients
• Identify and support cross-sell and upsell opportunities within the client base
• Manage policy changes, endorsements, and documentation
• Consult with clients to explain coverage options and next steps clearly
• Maintain organized and compliant client records

Skills

Customer service

Communication

Attention to detail

Analytical mindset

Sales/cross-selling

Insurance experience (bonus)

Job description

Insurance Protection Solutions, INC. is seeking an Insurance Customer Service Representative to support clients with renewals, policy changes, and service requests in a collaborative, growth-oriented environment.

The role emphasizes licensing with agency support, strong communication, attention to detail, and an analytical approach to coverage needs, with opportunities for cross-selling and career advancement in a Virginia-based office.