Insurance Customer Service Representative

gobravvo; Wexford (Allegheny County); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Paid time off

Bonuses

Training programs

Job summary

Gobravvo Insurance is seeking an Insurance Customer Service Representative to support client services and retention efforts in a fast-paced office environment. You will greet clients, manage appointments, handle billing inquiries, process forms, and coordinate with agents to ensure accurate records and timely follow-ups.

The role emphasizes teamwork, learning, and building a long-term career in insurance. Comprehensive training, paid time off, and opportunities for professional development are

Qualifications

• Valid Property and Casualty license required.
• Experience in insurance sector preferred.
• Proficient with MS Office and agency management software.
• Strong communication and organizational skills.

Responsibilities

• Greet clients, answer incoming calls, respond to emails, and address customer questions and requests.
• Manage appointment schedules, coordinate meetings, and maintain necessary office supplies to support daily operations.
• Accurately prepare and process insurance forms, manage client files, and ensure all paperwork is properly completed and stored.
• Enter new and updated client information into the agency management system, ensuring records remain current and accurate.
• Handle billing inquiries, process payments, and follow up on any overdue accounts to support timely collections.
• Act as a liaison between clients and agents to facilitate clear and effective communication regarding policies and procedures.
• Assist with marketing initiatives, including organizing events, preparing promotional content, and managing the agency's social media presence.
• Provide initial assistance to clients during the claims process, gathering necessary documentation and coordinating with claims adjusters as needed.

Skills

Customer service

Effective communication

Attention to detail

Multitasking

Team collaboration

Tools

Microsoft Office

Agency management software

Job description

Join a well‑established insurance agency as an Insurance Customer Service Representative and play a vital role in supporting our client services and retention efforts. As a dedicated agency committed to excellence, we are seeking a motivated professional to join our team and contribute to our mission of delivering exceptional insurance solutions and customer experiences. This is a rewarding opportunity for individuals interested in building a long‑term career within the insurance industry.

The Insurance Customer Service Representative will be responsible for a wide array of administrative and client‑focused tasks, ensuring seamless communication between clients and agents, efficient management of insurance documents, and timely resolution of billing and claims inquiries. Working in a dynamic environment, you will have the chance to develop your professional skills, gain valuable industry knowledge, and make a meaningful impact on our clients' satisfaction and loyalty.

Our agency values teamwork, attention to detail, and a commitment to continuous learning. As an Insurance Customer Service Representative, you will find a supportive workplace where your contributions are recognized and your career ambitions are encouraged.

Insurance Customer Service Representative - Summary

• Serve as the first point of contact for clients, fostering positive relationships and addressing inquiries with professionalism.
• Support agency operations through efficient handling of client accounts, billing, and documentation.
• Work collaboratively with agents and team members to ensure a high standard of service and client satisfaction.
• Opportunities for professional development and industry-specific training.

Duties & Responsibilities

• Greet clients, answer incoming calls, respond to emails, and address customer questions and requests.
• Manage appointment schedules, coordinate meetings, and maintain necessary office supplies to support daily operations.
• Accurately prepare and process insurance forms, manage client files, and ensure all paperwork is properly completed and stored.
• Enter new and updated client information into the agency management system, ensuring records remain current and accurate.
• Handle billing inquiries, process payments, and follow up on any overdue accounts to support timely collections.
• Act as a liaison between clients and agents to facilitate clear and effective communication regarding policies and procedures.
• Assist with marketing initiatives, including organizing events, preparing promotional content, and managing the agency's social media presence.
• Provide initial assistance to clients during the claims process, gathering necessary documentation and coordinating with claims adjusters as needed.

Salary & Benefits

• Competitive base hourly pay structure.
• Monthly performance‑based bonuses.
• Paid time off to support work‑life balance.
• Comprehensive training and ongoing professional development programs.

Qualifications & Requirements

• Valid Property and Casualty insurance license required.
• Prior experience in the insurance sector, especially with State Farm, is preferred but not mandatory.
• Background in customer service or administrative roles, preferably in insurance or financial services settings.
• Proficiency in Microsoft Office Suite and experience with agency management software.
• Excellent verbal and written communication skills, with a friendly and professional demeanor.
• Strong organizational capabilities, attention to detail, and ability to multitask effectively.
• High level of accuracy in data entry and document preparation.
• Self‑motivated, able to work independently and collaboratively in a team environment.
• Ability to resolve client issues efficiently and provide satisfactory resolutions.

Ideal Candidate Snapshot

• Organized, detail‑oriented, and proactive in handling tasks.
• Motivated by delivering excellent client service and contributing to team success.
• Demonstrates initiative and a willingness to learn and adapt to changing tasks.
• Values a positive, inclusive, and collaborative workplace environment.

Other Relevant Information

• This position is with an independent insurance agency contractor and not directly with State Farm Insurance Companies.
• Employment is contingent upon successfully completing all applicable licensing and training requirements.
• Employees of State Farm agents are not employees of State Farm.
• Our agency is an equal opportunity employer and welcomes candidates from all backgrounds.
• Located in a vibrant community, this role offers the chance to build meaningful relationships while advancing your insurance career.