Insurance Customer Success Specialist

Luis Acosta Insurance Agency Inc; Lynwood (CA); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Training & development

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

Luis Acosta Insurance Agency Inc. is seeking a Customer Service Representative to ensure every customer has a positive experience when contacting our agency. You will respond to inquiries, maintain accurate records, and provide excellent customer service.

Ideal candidates are detail-oriented, friendly, and familiar with insurance products. Knowledge of insurance products and strong communication help you review policies, quote clients, and support the team in a growing industry.

Qualifications

• Knowledge of insurance products; licensed preferred (P&C and Life & Health)
• High school diploma/GED required; Bachelor’s degree preferred
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications

Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review policies and make recommendations
• Collaborate with colleagues to provide comprehensive customer service

Skills

Customer service

Insurance knowledge

Communication

Organizational skills

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Luis Acosta Insurance Agency Inc. is seeking a Customer Service Representative to ensure every customer has a positive experience when contacting our agency. You will respond to inquiries, maintain accurate records, and provide excellent customer service.

Ideal candidates are detail-oriented, friendly, and familiar with insurance products. Knowledge of insurance products and strong communication help you review policies, quote clients, and support the team in a growing industry.