Insurance - Licensed Customer Service Representative

Blaeser Insurance Agency; Bristol (RI); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Career Growth Opportunities

Mon-Fri Schedule

Evenings Off

Retirement Plan

Job summary

Blaeser Insurance Agency in Rhode Island is seeking a full-time Licensed Insurance Customer Service Representative to deliver exceptional service to our clients. You will handle policy changes, take premium payments, answer questions, and help clients select coverage while maintaining high retention.

Must have Personal Lines P&C license, solid communication skills, and a reliable, customer‑focused attitude.

Qualifications

• Active Personal Lines P&C license required.
• Customer experience with great customer service skills.
• Must be responsible, punctual, reliable, and possess high integrity.

Responsibilities

• Greet customers entering the office in a friendly and helpful manner.
• Process customer policy change requests.
• Take premium payments from customers.
• Follow up with customers to assure satisfaction and address queries.
• Foster strong relationships to maintain client retention and loyalty.
• Explain policy options based on client needs and goals.
• Provide information about new products and services.

Skills

Customer service

Communication

Multi-tasking

Reliability

Tools

Word

Excel

Job description

Job Description

We're a successful and established company that cares about our employees and clients. Bonus opportunity! We are looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions, concerns, and requests.

Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience while ensuring their clients have the coverage they need. If you are ready to make a change in your life and are looking to join a company that cares about both our clients and you, Candidate must have reliable transportation, including being able to drive in snow.

Benefits

• Paid Time Off (PTO)
• Career Growth Opportunities
• Mon-Fri Schedule
• Evenings Off
• Retirement Plan

Responsibilities

• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Process customer policy change requests.
• Take premium payments from customers.
• Follow up with customers to assure satisfaction, respond to queries, offer additional insurance protection, and solve or refer problems.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Present and explain insurance policy options based upon prospective client needs and their personal goals.
• Provide customers with additional information about new products and services.

Requirements

• Personal lines P&C license required.
• Customer experience required with great customer service skills.
• Must be responsible, punctual, reliable, and a person who holds themselves to a high level of integrity.
• Flexibility and adaptability required.
• Possess an upbeat, positive, and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Driven and goal-oriented individual.
• Strong communication skills, both oral and written.
• Proficiency in Word & Excel, scanning & uploading documents into Windows based programs.