Insurance Customer Success Associate

Castle Insurance Group (Farmers); Apple Valley (MN); On-site; USD 38,000 - 55,000; Full time

Benefits offered by this job

Positive Office Culture

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Castle Insurance Group in Minnesota is seeking a friendly, dependable Customer Service Representative to join our team. You will help customers with questions, policy information, and insurance needs while delivering warm, professional service.

Insurance licensing is supported, training is provided, and there are opportunities for advancement; a flexible schedule and paid time off help you balance work and life. Prior insurance experience isn't required.

Qualifications

• Friendly, professional demeanor and strong people skills.
• Ability to learn quickly and adapt to new insurance products.
• Willingness to obtain an insurance license if required.

Responsibilities

• Provide friendly, professional service to new and existing customers.
• Answer questions regarding policies, billing, claims, and coverage options.
• Assist customers with policy changes, renewals, and account updates.
• Educate customers on insurance products and recommend coverage.
• Follow up with leads and referrals to grow the client base.
• Maintain accurate customer records and agency documentation.

Skills

Customer service

Communication

Team player

Attention to detail

Willingness to learn

Job description

Castle Insurance Group in Minnesota is seeking a friendly, dependable Customer Service Representative to join our team. You will help customers with questions, policy information, and insurance needs while delivering warm, professional service.

Insurance licensing is supported, training is provided, and there are opportunities for advancement; a flexible schedule and paid time off help you balance work and life. Prior insurance experience isn't required.