Licensed Customer Service/Account Manager

Gregg McDonald Agency; Deer Lodge (MT); Sur place; USD 35 000 - 52 000; Plein temps

Avantages offerts par ce poste

Paid Time Off (PTO)

Hands on Training

Tuition Reimbursement

Mon‑Fri Schedule

Career Growth Opportunities

Company discount on home and auto

Résumé du poste

Gregg McDonald Agency in Montana is seeking a Customer Service Representative to deliver friendly, professional service in person, by phone, and by email. You will support daily operations, process policy changes, and help clients with billing questions and coverage explanations.

You will maintain organized records, assist with renewals, and help with cross-selling opportunities while upholding Farmers Insurance standards.

Qualifications

• Must have strong communication and customer service skills.
• Must be reliable, detail-oriented, and able to follow established processes.
• Ability to multi-task and work well with others; comfortable in a fast-paced, service-driven office.

Responsabilités

• Deliver friendly, professional customer service in person, by phone, and via email.
• Process policy changes, payments, endorsements, and documentation with accuracy.
• Assist clients with billing questions, coverage explanations, and claims support.
• Maintain organized, compliance-ready records.
• Support retention efforts, renewal outreach, and cross-selling opportunities.
• Uphold Farmers Insurance standards and agency expectations.

Connaissances

Communication

Customer service

Detail orientation

Multi-tasking

Tech-savvy

Teamwork

Positive attitude

Formation

Wyoming Property and Casualty License

Description du poste

Job Description

We are seeking a Customer Service Representative who thrives in a structured, service-focused environment. You’ll support daily operations, assist clients with policy needs, and help maintain the high standards our agency is known for.

Responsibilities

Deliver friendly, professional customer service in person, by phone, and via email. Process policy changes, payments, endorsements, and documentation with accuracy. Assist clients with billing questions, coverage explanations, and claims support. Maintain organized, compliance‑ready records. Support retention efforts, renewal outreach, and cross‑selling opportunities. Uphold Farmers Insurance standards and agency expectations.

Requirements

• Strong communication and customer service skills
• Positive attitude and willingness to grow within the agency is a must
• Reliable, detail‑oriented, and able to follow established processes
• Ability to multi‑task and work well with others
• Comfortable working in a fast‑paced, service‑driven office
• Tech‑savvy and able to navigate multiple systems
• Have a genuine concern for others and a passion for taking care of people
• Must currently have or attain your Wyoming Property and Casualty License within 90 days of hire. Studying on your time.

Benefits

• Paid Time Off (PTO)
• Hands on Training
• Tuition Reimbursement
• Mon‑Fri Schedule
• Career Growth Opportunities
• Company discount on home and auto insurance