Insurance Customer Service Specialist – Growth & Licensing

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

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.