Licensed Insurance Customer Service Representative

Rafferty-Insurance-Agency-LLC; Waterbury (CT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Career Growth Opportunities

Mon-Fri Schedule

Fun & Friendly Co-workers

Bonus Opportunities

Continuous Learning and Development

We Invest In You

Job summary

Rafferty Insurance Agency Llc in Waterbury, CT seeks a warm, detail oriented Licensed Insurance Customer Service Representative to join our team. You will listen to clients, handle policy changes, and provide clear explanations of coverage to keep our community well protected.

As a primary contact for policyholders, you will collaborate with carriers, ensure accurate renewals, and document interactions to support our collaborative, client-first culture.

Qualifications

• Active Connecticut Property and Casualty license.
• Minimum two years’ experience in an insurance agency.
• Proficiency with Applied Epic or similar AMS.
• Strong MS Office skills and ability to document clearly.
• Excellent organizational habits for multi-client work.

Responsibilities

• Answer incoming client questions regarding existing policies with patience and clarity.
• Process routine policy changes, endorsements, and renewals accurately within our system.
• Act as a primary point of contact for our policyholders in Waterbury and beyond.
• Review client accounts to ensure they have adequate protection based on their evolving life stages.
• Coordinate with insurance carriers to resolve billing discrepancies or coverage status inquiries.
• Document all client interactions thoroughly to ensure every team member stays informed.

Skills

Active Connecticut P&C license

Two years experience in an insurance-?

Explain complex coverage in plain语言

Strong organizational habits

Proficiency with Microsoft Office and

Tools

Applied Epic

Job description

Job Description

At Rafferty Insurance Agency Llc, we believe that insurance is ultimately about people, not just paperwork. We are looking for a warm, detail-oriented Licensed Insurance Customer Service Representative to join our team in Waterbury. Here, you aren't just a voice on the phone; you are a neighborhood expert who provides peace of mind to our clients when they need it most. Our office culture is built on mutual support and a genuine desire to see our neighbors thrive. You will spend your days listening to our clients, solving their puzzles, and ensuring that our community remains well-protected. We celebrate small wins and big milestones alike, and we provide an environment where you can truly take ownership of your work. If you find fulfillment in helping others and appreciate a role where no two days look exactly the same, you will fit right in. We invite you to bring your expertise to a firm that values your character as much as your credentials. Come grow your career with a team that actually cares about your professional happiness.

Benefits

• Paid Time Off (PTO)
• Career Growth Opportunities
• Mon-Fri Schedule
• Fun & Friendly Co-workers
• Bonus Opportunities
• Continuous Learning and Development
• We Invest In You

Responsibilities

• Answer incoming client questions regarding their existing policies with patience and clarity.
• Process routine policy changes, endorsements, and renewals accurately within our system.
• Act as a primary point of contact for our policyholders in Waterbury and beyond.
• Review client accounts to ensure they have adequate protection based on their evolving life stages.
• Coordinate with insurance carriers to resolve billing discrepancies or coverage status inquiries.
• Document all client interactions thoroughly to ensure every team member stays informed.

Requirements

• Active Connecticut Property and Casualty insurance license.
• Minimum of two years experience in an insurance agency setting.
• Proficiency in Applied Epic or similar agency management systems.
• Strong comfort level with Microsoft Office Suite and digital documentation.
• Ability to explain complex coverage details in plain language.
• Strong organizational habits for managing multi-client workflows.