Licensed Customer Service Representative

Independent Insurance Agents of North Carolina, Inc. (IIANC)

Licensed Customer Service Representative delivering exceptional service for Tower Insurance clients via phone and email. Aiming for client retention through efficient service and compliance with guidelines.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $22 - $25 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service management within the insurance industry, with a focus on policy processing, compliance, and effective communication. Proficient in using HawkSoft and Microsoft Office 365 to enhance client experience and maintain accurate records.

Highest-signal resume keywords

Active Property & Casualty Insurance LicenseHawkSoft Agency Management SystemInsurance Customer Service ExperienceStrong Written and Verbal Communication SkillsOrganizational and Time Management Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ProcessingClient Record MaintenanceBilling Inquiry ManagementPolicy Review and ImprovementUnderwriting Communication

Soft Skills

Proactive CommunicationTeam CollaborationCustomer Service Orientation

Tools & Technologies

HawkSoftMicrosoft Office 365

Certifications & Qualifications

Active Property & Casualty Insurance License

Industry Keywords

Insurance Customer ServicePersonal Insurance AccountsCommercial Insurance AccountsAgency WorkflowsCarrier Compliance Requirements

About the role

Key responsibilities & impact

Serve as the primary point of contact for client service requests via phone, email, and agency communication platforms.
Process policy changes, endorsements, certificates, cancellations, reinstatements, renewals, and billing inquiries.
Maintain accurate and complete client records within HawkSoft.
Review policies for accuracy and identify opportunities to improve coverage or enhance the client experience.
Communicate with insurance carriers to resolve underwriting, billing, and policy servicing matters.
Schedule follow-up activities and proactively manage open service requests.
Support producers by delivering exceptional ongoing service to existing clients.
Follow all agency workflows, documented procedures, and carrier compliance requirements.
Contribute to a positive team environment by communicating proactively and assisting teammates when needed.

Requirements

What you’ll need

Active Property & Casualty Insurance License (required)
2+ years of insurance customer service experience preferred
Experience servicing personal and/or commercial insurance accounts
Experience using HawkSoft or comparable agency management systems preferred
Strong written and verbal communication skills
Excellent organizational and time management abilities
Proficiency with Microsoft Office 365
Comfortable learning new technology and agency systems

Benefits

Comp & perks

401(k)
401(k) matching
Bonus based on performance
Competitive salary
Paid time off
Professional Development
Job Stability in a growing industry