Insurance Customer Service Representative

gobravvo; Arlington (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

Gobravvo Insurance is seeking an Insurance Customer Service Representative to service existing policyholders, support inside sales, and help drive growth through proactive retention and new business. You will build relationships, review policies, and present insurance options in a consultative manner.

The role emphasizes multi-tasking, client focus, and use of technology to streamline processes. A P&C license is preferred and one year of insurance or financial services sales experience is ideal.

Qualifications

• Property and casualty insurance license strongly preferred.
• Minimum of one year of experience in insurance or financial services sales preferred.
• Demonstrated care and concern for clients’ insurance needs.
• Ability to multi-task and use technology for sales and service functions.
• Team player with a positive, professional attitude.
• Resilient in handling challenging customer interactions.

Responsibilities

• Service existing insurance customers and households with ongoing support and policy management.
• Engage in proactive policy retention strategies to maintain high client satisfaction and loyalty.
• Quote and prepare insurance proposals that address individual client needs.
• Conduct Insurance and Financial Reviews (IFRs) to ensure optimal coverage.
• Achieve both team and personal sales goals as part of agency growth objectives.
• Assist agency leadership with research, follow-up, and administrative support tasks.
• Utilize technology to enhance the sales and customer service process.
• Manage multiple tasks effectively in a fast-paced, collaborative office setting.

Job description

The role of Insurance Customer Service Representative is a pivotal position within a well-established insurance agency. As an Insurance Customer Service Representative, you will be at the core of the agency’s operations, providing both inside sales and ongoing client service support. This position is designed for individuals with a passion for helping others navigate their insurance needs, while also driving business growth through new customer acquisition and proactive policy retention strategies. In this dynamic environment, you will engage with clients, build lasting relationships, and contribute to the agency’s reputation for excellence in the insurance industry.

As an Insurance Customer Service Representative, your primary responsibilities will include servicing existing policyholders, conducting insurance and financial reviews, preparing and presenting insurance proposals, and assisting in the achievement of both individual and team sales goals. Your ability to communicate effectively, multi-task, and remain organized in a fast-paced setting is crucial for success in this role. The agency values a collaborative team environment, where each Insurance Customer Service Representative works together to achieve mutual objectives and deliver outstanding customer experiences.

The ideal candidate for this Insurance Customer Service Representative position will have a strong background in insurance or financial services sales, with a property and casualty license being highly preferred. Previous experience of at least one year in the insurance industry is advantageous, as it demonstrates your knowledge and commitment to serving clients’ diverse needs. The ability to persevere through challenging client interactions, maintain a positive attitude, and utilize technology to streamline sales and service processes is essential.

As an Insurance Customer Service Representative, you will be tasked with developing comprehensive insurance solutions tailored to meet each client’s unique situation. This means not only understanding the various insurance products offered but also taking a consultative approach to ensure clients receive the best coverage options available. You will be responsible for managing your own portfolio of clients, staying up-to-date with policy changes, and providing timely follow-up to ensure client satisfaction.

In addition to your sales and service duties, you will assist the agency’s principal and other team members with research and administrative tasks, contributing to the seamless operation of the office. The role of Insurance Customer Service Representative offers a clear path for professional advancement and the potential for agency ownership, for those who demonstrate dedication and success in performance metrics.

If you are motivated to help others, possess a strong work ethic, and are eager to build a rewarding career in the insurance sector, we encourage you to apply for the Insurance Customer Service Representative position. By joining our team, you will have the chance to grow alongside a respected agency, receive competitive compensation, and work within a supportive environment that values your contributions. Take the next step in your career journey.

Insurance Customer Service Representative - Summary

• Serve as the primary point of contact for clients inquiring about insurance products and services
• Balance responsibilities in both customer service and inside sales to support agency goals
• Grow and maintain a personal client portfolio while contributing to team success
• Operate within a supportive, established insurance agency environment

Duties & Responsibilities

• Service existing insurance customers and households with ongoing support and policy management
• Engage in proactive policy retention strategies to maintain high client satisfaction and loyalty
• Quote and prepare insurance proposals that address individual client needs
• Conduct Insurance and Financial Reviews (IFRs) to ensure optimal coverage
• Achieve both team and personal sales goals as part of agency growth objectives
• Assist agency leadership with research, follow-up, and administrative support tasks
• Utilize technology to enhance the sales and customer service process
• Manage multiple tasks effectively in a fast-paced, collaborative office setting

Salary & Benefits

• Competitive base salary structure
• Generous commission opportunities
• Performance-based bonus potential
• Defined career path with the opportunity for future agency ownership

Qualifications & Requirements

• Property and casualty insurance license strongly preferred
• Minimum of one year of experience in insurance or financial services sales preferred
• Demonstrated care and concern for clients’ insurance needs
• Ability to multi-task and use technology for sales and service functions
• Team player with a positive, professional attitude
• Resilient in handling challenging customer interactions

Ideal Candidate Snapshot

• Experienced in insurance sales or customer service, ideally with a property and casualty license
• Proven ability to communicate clearly and build lasting client relationships
• Motivated by both team and individual goals
• Adaptable, tech-savvy, and organized in a busy environment
• Committed to personal and professional growth within the insurance industry

Other Relevant Information

• Work alongside a group of experienced insurance professionals
• Participate in ongoing learning and development opportunities
• Enjoy a collaborative, supportive workplace culture
• Take advantage of a clear path to career advancement and leadership