Licensed Insurance CSR | Flexible Schedule & Growth

Guettler Insurance Agency; Portland (OR); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Annual base salary + Commission

Bonus opportunities

PTO

Flexible schedule

Licensing reimbursement

Health insurance

8 paid holidays

Hands-on training

Weekly team meetings

Daily CSR huddles

Award winning agency

Job summary

Guettler Insurance Agency in Portland, Oregon seeks a Customer Experience Agent to handle inquiries, process policy changes, and assist with billing. You will educate clients on coverage options and recommend suitable products.

The role emphasizes a friendly, service-oriented approach, strong communication, and the ability to work in a fast-paced environment. Licensing support and on-site training are provided.

Qualifications

• P&C license required; life/health licenses a plus.
• Excellent phone, verbal and written communication skills.
• Friendly, customer-service oriented attitude.
• Strong problem-solving with attention to detail.
• Proficient with computer systems and software.

Responsibilities

• Handle inbound calls from clients and assist with inquiries.
• Process policy changes and updates accurately.
• Assist clients with billing and payment questions.
• Educate clients about coverage options and cross-sell suitable products.
• Maintain thorough knowledge of policies and regulations.

Skills

P&C licensure

Phone etiquette

Customer-service mindset

Problem-solving

Computer skills

Job description

Guettler Insurance Agency in Portland, Oregon seeks a Customer Experience Agent to handle inquiries, process policy changes, and assist with billing. You will educate clients on coverage options and recommend suitable products.

The role emphasizes a friendly, service-oriented approach, strong communication, and the ability to work in a fast-paced environment. Licensing support and on-site training are provided.