Licensed Customer Service Representative (P&C Required)

• Serve and Support: Respond promptly and professionally to policy, billing, and claims inquiries via phone, email, and in person.
  
  
• Process & Document: Handle policy changes/endorsements and maintain accurate, compliant records in the CRM/ECRM.
  
  
• Retention Focus: Conduct renewal check-ins, coverage reviews, and proactive outreach to strengthen relationships.
  
  
• In-Book Sales/Pivoting: During service interactions, identify coverage gaps and recommend additional lines (e.g., Auto, Home and Life/Health where licensed); generate quotes and close or seamlessly hand off to a producer.
  
  
• Collaborate: Work closely with agents and teammates to deliver smooth, end-to-end client experiences.
  
  
• Quality & Compliance: Follow carrier and agency procedures, meeting service SLAs and performance metrics.
  
  

• Active P&C license (required). Life & Health is a plus (or willingness to obtain).
  
  
• Customer service or sales experience with insurance industry experience required.
  
  
• Excellent communication skills and a friendly, solutions-oriented mindset.
  
  
• Strong organization and attention to detail; comfortable multitasking in a fast-paced environment.
  
  
• Tech-savvy with CRM/ECRM and common office tools.
  
  

• Base salary + commission tied to qualified in-book sales, cross-sell/upsell activity, and retention results.
  
  
• Performance-based growth with defined paths into licensed service, sales, and leadership roles.
  
  
• Ongoing training, coaching, and a collaborative team dedicated to client care.
  
  
• The chance to build a career helping people protect what matters most.