Licensed Insurance CSR: Build Lasting Client Relationships

Lee Matthews Agency, Inc.; Gainesville (GA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Internal Competitions

Weekends Off

401(k)

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

Lee Matthews Agency in Gainesville, GA is seeking a Licensed Insurance Customer Service Representative to join our growing team. You will be the trusted contact for clients, assisting with policy changes, renewals, and coverage updates while focusing on retention and exceptional service.

The role offers a competitive salary with performance-based bonuses and opportunities for advancement within a supportive, team-oriented environment.

Qualifications

• Active Property & Casualty Insurance License.
• Minimum of 6 months of insurance agency or insurance customer service experience.
• Excellent communication and relationship-building skills.
• Strong attention to detail and organizational abilities.
• Comfortable using agency management systems and computer software.
• Ability to manage multiple priorities in a fast-paced environment.
• Able to encourage and prioritize client retention.

Responsibilities

• Build and maintain strong relationships with existing policyholders.
• Assist clients with policy changes, renewals, billing questions, and coverage updates.
• Conduct proactive policy reviews to ensure customers have the right protection for their changing needs.
• Educate clients on policy options, available discounts, and coverage enhancements.
• Resolve customer questions and concerns with professionalism and care.
• Support customer retention by delivering an outstanding service experience.
• Identify opportunities to strengthen accounts through appropriate coverage recommendations and cross-selling when it benefits the client.
• Process policy transactions accurately and maintain organized customer records.
• Work closely with agency team members to ensure every customer receives exceptional service.

Skills

Communication

Relationship-building

Attention to detail

Organizational skills

Multi-tasking

Customer service

Retention focus

Tools

Agency management system

CRM software

Job description

Lee Matthews Agency in Gainesville, GA is seeking a Licensed Insurance Customer Service Representative to join our growing team. You will be the trusted contact for clients, assisting with policy changes, renewals, and coverage updates while focusing on retention and exceptional service.

The role offers a competitive salary with performance-based bonuses and opportunities for advancement within a supportive, team-oriented environment.