Licensed Service Assist Agent

Usery Insurance Agency; Alpharetta (GA); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Training & development

Job summary

Usery Insurance Agency is seeking a Service Assist Agent to support Client Account Managers by handling day-to-day service and administrative tasks. The role emphasizes accuracy, responsiveness, and proactive client care to ensure world-class service at every touchpoint.

Responsibilities include onboarding new clients, handling billing, processing policy changes, generating leads, maintaining compliant records, and collaborating with CAMs and Sales Agents to drive agency growth.

Qualifications

• Active Property & Casualty License.
• Prior customer service or administrative experience (insurance preferred).
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Tech-savvy, with comfort in CRM and insurance management systems.
• Detail-oriented and process-driven, with a proactive mindset.

Responsibilities

• New Client Onboarding: Assist with setup of new accounts and first impressions.
• Billing & Payments: Manage billing inquiries, payments, and follow-ups with accuracy.
• Policy Changes: Process endorsements, cancellations, reinstatements, and updates to existing policies.
• Cross-Selling & Lead Generation: Identify opportunities and pass qualified leads to CAMs or Sales Agents.
• Documentation & Compliance: Maintain precise records in agency systems and ensure compliance.
• Client Communication: Provide timely, friendly responses within 24 hours.
• Team Collaboration: Work closely with CAMs and Sales Agents to meet goals.

Skills

Customer service

Organization

Communication

Multitasking

Education

Property & Casualty license

Tools

CRM software

Job description

Benefits:

• Bonus based on performance
• Competitive salary
• Training & development

Job Summary: The Service Assist Agent provides vital support to the Client Account Managers (CAMs) by handling the day-to-day service and administrative tasks that keep our agency running smoothly. This role is focused on accuracy, responsiveness, and proactive client care—ensuring clients experience world-class service at every touchpoint. While CAMs lead policy reviews and serve as trusted advisors, Service Assist Agents execute the operational tasks that maintain satisfaction, retention, and agency growth.

Key Responsibilities

• New Client Onboarding: Assist with setup of new accounts, ensuring smooth transitions and first impressions.
• Billing & Payments: Manage billing inquiries, payment processing, and follow-ups with accuracy and professionalism.
• Policy Changes: Process endorsements, cancellations, reinstatements, and updates to existing policies.
• Cross-Selling & Lead Generation: Identify opportunities during client interactions and pass qualified leads to CAMs or Sales Agents.
• Documentation & Compliance: Maintain precise records in agency systems, ensuring compliance with industry and agency standards.
• Client Communication: Provide timely, friendly, and professional responses to everyday client needs (within same business day or 24-hour window).
• Team Collaboration: Work closely with CAMs and Sales Agents to ensure agency goals are met.

Requirements

• Active Property & Casualty License
• Prior customer service or administrative experience (insurance preferred).
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Tech-savvy, with comfort in CRM and insurance management systems.
• Detail-oriented and process-driven, with a proactive mindset.

Expectations

• Responsiveness: Handle all service requests by close of business (exceptions resolved within 24 hours).
• Accuracy: Ensure documentation and transactions are correct and compliant.
• Supportive Excellence: Relieve CAMs of administrative tasks so they can focus on policy reviews and client relationships.
• Cross-Selling Awareness: Recognize opportunities and hand off appropriately.
• Hospitality-Driven Service: Embody the agency’s values of honesty, empathy, and hospitality in every client interaction.

This is a remote position.