Insurance Customer Service Representative

Kyle Lott Agency - Farm Bureau

Dowagiac (MI)

On-site

USD 30,000 - 45,000

Full time

14 days+

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Benefits offered by this job

Simple IRA
Gym membership
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development

Job summary

Kyle Lott Agency - Farm Bureau in Dowagiac, Michigan is looking for a Customer Service Representative to deliver exceptional customer experiences. The role involves assisting clients with policy changes, coverage questions, billing inquiries, and account servicing needs.

The ideal candidate will possess strong communication, organizational, and problem-solving skills, along with a positive attitude and commitment to helping others. This position offers an excellent opportunity for career advancement in the insurance industry.

Qualifications

  • Strong communication and problem-solving skills.
  • Excellent organizational and multitasking abilities.
  • Detail-oriented with strong follow-through.

Responsibilities

  • Provide prompt, professional service to clients by phone, email, and in person.
  • Assist customers with policy changes, billing questions, and coverage inquiries.
  • Maintain accurate client records and documentation.
  • Follow up on customer requests and outstanding items.
  • Review policies with clients and identify additional coverage opportunities when appropriate.
  • Work closely with producers and agency staff to support client needs.

Skills

Communication skills
Problem-solving skills
Organizational skills
Multitasking abilities
Ability to learn insurance products

Education

Insurance license preferred or willingness to obtain

Job description

Benefits:
  • Simple IRA
  • Gym membership
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
Position Overview:

Our agency is seeking a Customer Service Representative who enjoys helping people, solving problems, and delivering exceptional customer experiences.

In this role, you'll serve as a trusted resource for our clients, assisting with policy changes, coverage questions, billing inquiries, and account servicing needs. This is an excellent opportunity for someone who values relationship-building, enjoys working in a team environment, and wants to build a long-term career in the insurance industry.

Responsibilities:
  • Provide prompt, professional service to clients by phone, email, and in person.
  • Assist customers with policy changes, billing questions, and coverage inquiries.
  • Maintain accurate client records and documentation.
  • Follow up on customer requests and outstanding items.
  • Review policies with clients and identify additional coverage opportunities when appropriate.
  • Work closely with producers and agency staff to support client needs.
Qualifications:
  • Strong communication and problem-solving skills.
  • Excellent organizational and multitasking abilities.
  • Detail-oriented with strong follow-through.
  • Ability to learn insurance products and agency systems.
  • Insurance license preferred or willingness to obtain licensing.
  • Positive attitude and commitment to helping others.
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