Insurance Customer Service Pro — Growth & Bonuses

Herron Family Insurance Agency; Laguna Niguel (CA); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Opportunity for advancement

Paid time off

Signing bonus

Wellness resources

Job summary

Herron Family Insurance Agency in Laguna Niguel, CA is seeking a personable, dependable Customer Service Representative to join our close-knit, family-run agency. You will assist clients by phone, email, and in person, answer policy questions, and provide needs-based guidance.

Ideal candidates enjoy helping people, value teamwork, and are willing to learn. Insurance experience and an active license are preferred, but the right attitude can win the day in our supportive environment.

Qualifications

• Previous insurance agency experience preferred.
• Active Property & Casualty insurance license strongly preferred.
• Open to unlicensed candidates with the right personality, work ethic, and willingness to obtain their license.
• Strong communication and interpersonal skills.
• Excellent attention to detail and organizational abilities.
• Ability to think critically, take initiative, and solve problems independently.
• A team-oriented mindset with a willingness to help wherever needed.
• Dependable, accountable, and committed to following through on responsibilities.
• A genuine desire to help people and provide outstanding customer care.

Responsibilities

• Provide exceptional customer service to existing clients and prospective customers by phone, email, and in person.
• Assist clients with policy questions, coverage inquiries, changes, renewals, and general account servicing.
• Help clients understand their insurance options and provide thoughtful, needs-based guidance.
• Identify opportunities to round out accounts and introduce additional coverage options when appropriate.
• Work collaboratively with the sales and service teams to ensure clients receive timely and complete assistance.
• Take ownership of client requests and see them through to resolution rather than simply passing them along.
• Maintain accurate client information, documentation, and follow-up within the agency management system.
• Communicate with insurance carriers to resolve policy questions and service-related issues.
• Proactively follow up with clients and help ensure a positive overall experience.

Skills

Customer service

Communication

Problem solving

Teamwork

Active listening

Education

High School Diploma or GED

Job description

Herron Family Insurance Agency in Laguna Niguel, CA is seeking a personable, dependable Customer Service Representative to join our close-knit, family-run agency. You will assist clients by phone, email, and in person, answer policy questions, and provide needs-based guidance.

Ideal candidates enjoy helping people, value teamwork, and are willing to learn. Insurance experience and an active license are preferred, but the right attitude can win the day in our supportive environment.