Insurance Customer Service Rep

Kathleen Bauer - COUNTRY Financial; Warrenton (OR); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Bonus Opportunities

Paid Holidays

Professional Development

Mentorship

Professional Work Environment

Monthly Health Stipend

Job summary

Kathleen Bauer COUNTRY Financial in Warrenton, OR seeks an experienced Insurance Customer Service Rep to process policies, deliver client service, and provide administrative support in-office. You’ll work with the team to handle insurance data, service requests, and quoting activities, while ensuring accuracy and service quality.

The ideal candidate has active Property & Casualty license, strong customer service experience, and the ability to work independently with minimal supervision.

Qualifications

• Active Property & Casualty license is required.
• Prior insurance or customer service experience preferred.
• Strong communication and problem-solving abilities.
• Ability to work independently with minimal supervision.

Responsibilities

• Answer incoming client phone calls professionally.
• Process insurance data accurately and efficiently.
• Assist team with daily administrative tasks.
• Provide backup support for customer service activities.
• Assist associates with quoting and policy support.
• Identify cross-sell and upsell opportunities during client interactions.

Skills

Customer service

Communication

Problem solving

Independent work

Conflict resolution

Education

Property & Casualty license

Job description

Job Description

Kathleen Bauer COUNTRY Financial has proudly served the community since 1990, building a reputation for caring service, integrity, and lasting client relationships. Our agency knows that insurance is about more than policies. It's about taking care of people when they need us most. We operate with a no-drama, team-first culture where employees are trusted to work independently, take ownership of their responsibilities, and continually grow both personally and professionally. We value accountability and a willingness to learn, and we provide the support, flexibility, and mentorship needed to help every team member succeed. We offer a professional, supportive environment where hard work is recognized, and employees are encouraged to continue learning and developing their careers.

We are seeking an experienced Insurance Customer Service Rep to support our growing agency by accurately processing policies, providing client service, and providing administrative support. This in-office role is ideal for someone who enjoys solving problems and takes pride in delivering exceptional service behind the scenes. You'll work closely with our team by processing insurance information, assisting with service requests, supporting quoting activities, and identifying opportunities to better serve our clients.

• Base salary based on experience
• Monthly health stipend
• Production-based bonuses
• Paid time off (PTO) & paid holidays

If you're an experienced insurance professional who enjoys working independently, solving problems, and making a positive impact for clients every day.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Bonus Opportunities
• Paid Holidays
• Professional Development
• Mentorship
• Professional Work Environment
• Monthly Health Stipend

Responsibilities

• Answer incoming client phone calls professionally
• Process insurance data accurately and efficiently
• Assist team members with daily administrative tasks
• Provide backup support for customer service activities
• Assist associates with quoting and policy support
• Identify cross-sell and upsell opportunities during client interactions

Requirements

• Candidate must be able to commute to the office daily.
• Active Property & Casualty insurance license required
• Prior insurance experience preferred
• Customer service experience
• Strong critical thinking and problem-solving abilities
• Excellent conflict resolution skills
• Ability to work independently with minimal supervision
• Professional communication and interpersonal skills