Onsite Insurance Client Services Specialist

First American Insurance Agency, Inc.; Brimfield (MA); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

First American Insurance Agency, Inc. is seeking an Assistant Client Service Representative for our Pittsfield, MA office. This in-person role supports client insurance plans and contributes to a collaborative team focused on service excellence.

Responsibilities include greeting clients, handling billing questions, processing payments, and maintaining accurate files. Prior experience in insurance or Applied EPIC is a plus.

Qualifications

• High school diploma or equivalent.
• Sales, marketing, or customer service experience.
• A high energy, outgoing personality, with excellent communication and technology skills.
• College degree preferred.
• Insurance service or sales experience.
• Experience using Applied EPIC.
• Experience with RMV procedures and/or EVR.

Responsibilities

• Greet clients, answer and direct phone calls.
• Assist clients with billing questions and payment processing.
• Participate in our proactive account renewal process.
• Ensure that all account files are properly documented within our management system.
• Claim intake, reporting and follow up.
• Issue insurance binders and Registry documentation, to include processing EVR transactions.
• Input client-initiated policy changes.
• Collaborate and engage with all our team members to provide superior customer service.

Skills

Customer service

Communication

Phone handling

Relationship building

Education

High school diploma or equivalent

College degree (preferred)

Tools

Applied EPIC

Job description

First American Insurance Agency, Inc. is seeking an Assistant Client Service Representative for our Pittsfield, MA office. This in-person role supports client insurance plans and contributes to a collaborative team focused on service excellence.

Responsibilities include greeting clients, handling billing questions, processing payments, and maintaining accurate files. Prior experience in insurance or Applied EPIC is a plus.