Insurance Customer Service Rep

Protectors Insurance LLC; Medford (OR); On-site; USD 30,000 - 34,000; Full time

Benefits offered by this job

PTO

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Tuition Reimbursement

Mon-Fri Schedule

Job summary

Protectors Insurance in Southern Oregon seeks an Insurance Customer Service Representative to manage a personal lines book, write new business, and build long-term client relationships.

The role emphasizes cross-selling, CRM documentation, and collaboration within a team. An active Property and Casualty license is required; strong communication and organizational skills are essential.

Qualifications

• Active Property and Casualty Insurance License is required.
• Prior experience in insurance or a related field.
• Proficient in Microsoft Word, Excel, and CRM systems.

Responsibilities

• Manage and service a personal lines book of business.
• Write new business and build long-term client relationships.
• Cross-sell additional insurance products and services.
• Handle professional correspondence and client communications.
• Maintain accurate records and documentation in the CRM system.
• Collaborate with team members to ensure excellent client experiences.

Skills

Customer service

Cross-selling

Organizational skills

Tools

Microsoft Word

Microsoft Excel

CRM systems

Job description

Job Description

For over 80 years, Protectors Insurance has been a trusted name in Southern Oregon. As an independent insurance agency, we are committed to protecting our community by providing clients with the right coverage through top-rated carriers. We build relationships on genuine service, fairness, professionalism, and integrity. Our long-tenured team reflects the stability and trust we bring to every client relationship. With a supportive, family-like culture and leadership that’s accessible and engaged, this is a place where your work makes an impact and where your career can grow for the long term.

We’re seeking a professional and motivated Insurance Customer Service Representative to join our team. In this role, you’ll manage an existing book of business while generating new opportunities through exceptional client service and cross-selling. You’ll enjoy a stable, professional environment where collaboration, education, and integrity drive success.

• Base pay: $22-$25 per hour, based on experience
• Bonus opportunities based on performance
• Paid time off (PTO) and paid holidays
• Health, dental, and vision insurance
• Retirement plan and disability coverage
• Tuition reimbursement and ongoing training seminars
• Career advancement opportunities
• Professional, team-oriented work environment
• Mon-Fri schedule with evenings and weekends off

If you’re ready to join a respected agency where professionalism and purpose go hand in hand,

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings off
• Weekends off
• Bonus Opportunities
• Licensing Assistance
• Work-Life Balance
• Paid Holidays
• Professional Development
• Advancement Opportunities
• Mentorship
• Continuing Education Opportunities
• Ongoing Training Seminars
• Professional Work Environment
• Employee Discounts
• Equipment Provided
• Office Snacks and Coffee
• Paid Sick Leave
• Family Leave
• Personal Workspace

Responsibilities

• Manage and service a personal lines book of business
• Write new business and build long-term client relationships
• Cross-sell additional insurance products and services
• Handle professional correspondence and client communications
• Maintain accurate records and documentation in the CRM system
• Collaborate with team members to ensure excellent client experiences

Requirements

• Active Property and Casualty Insurance License (required)
• Prior experience in insurance or a related field
• Proficient in Microsoft Word, Excel, and CRM systems
• Strong organizational and time management skills
• Excellent communication and presentation abilities
• Detail-oriented, professional, and coachable