Insurance Customer Service Rep

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

Benefits offered by this job

Paid time off

Health insurance

Dental insurance

Vision insurance

Life insurance

Sign-on bonus

Licensing assistance

Job summary

Insurance Protection Solutions, INC. is seeking an Insurance Customer Service Representative in a client-focused role based in Williamsburg, VA.

The position supports renewals, policy changes, service requests, and proactive coverage reviews while identifying cross-sell opportunities. You will work in a collaborative, well-supported environment with leadership guidance, ongoing training, and advancement potential.

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

Attention to detail

Strong communication

Analytical mindset

Organizational skills

Job description

Job Description

Insurance Protection Solutions, INC. is a high-performing independent insurance agency serving Hampton Roads, Virginia, since 2011, with the ability to place coverage in all 50 states. We deliver commercial, personal lines, and life insurance solutions with a strong focus on education, transparency, and personalized service. Our great office culture is supported through structured training, weekly team meetings, and quarterly team-building events. Here, we’re committed to building long-term careers, not just filling roles.

We are seeking an Insurance Customer Service Representative who is detail-oriented, client-focused, and motivated to grow within a professional insurance organization. This role is responsible for supporting clients through renewals, policy changes, service requests, and proactive coverage reviews, while also identifying cross-sell opportunities. You will work in a collaborative, well-supported environment with transparent processes, strong leadership, and real advancement opportunities.

• Base salary of $45,000
• Paid time off starting day one
• Flexible Monday through Friday schedule
• Health, dental, vision, and life insurance
• Retirement plan
• Sign-on bonus
• Licensing assistance and hands-on training

Benefits

• Annual Base Salary + Commission + Bonus Opportunities
• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings off
• Weekends off
• Bonus Opportunities
• Warm Leads Provided
• Sign On / Hiring Bonus
• Licensing Assistance
• Work-Life Balance
• Holidays Off
• Paid Holidays
• Professional Development
• Advancement Opportunities
• Mentorship
• Continuing Education Opportunities
• Ongoing Training Seminars
• Performance Bonuses
• Professional Work Environment
• Team Building Activities
• Student Loan Repayment Assistance
• Equipment Provided
• Office Snacks and Coffee
• Family Leave
• Personal Workspace

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

Requirements

• 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

Company Description

IA Agency selling SafeCo products