Customer Service Agent
Leavitt Group
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $50,000 - $55,000 per year
Job Level
Mid-LevelSenior
About the role
- Monitor and process emails in agency inboxes; route renewal items to the correct Account Manager
- Respond to client inquiries regarding policy changes and other service needs
- Process or route certificate of insurance (COI) requests
- Support the Account Manager during marketing and quoting stages
- Assist clients in filing and updating insurance claims
- Prepare and process renewal certificates and associated documentation
- Record all client interactions and update agency management system files accordingly
- Follow established procedures for correspondence, binders, cancellations, ID cards, and internal tasks
- Provide phone support, documenting all conversations and ensuring accurate client records
- Serve as a backup on client calls when the Account Manager is unavailable
- Participate in team meetings, carrier webinars, and continuing education classes
- Prioritize and manage workflow to ensure timely task completion
- Maintain strong relationships with clients, carriers, vendors, and colleagues
- Stay informed on industry updates, carrier products, and company procedures
- Collaborate effectively with others using professional communication and a team-oriented approach
- Perform additional duties as assigned
Requirements
- High School diploma or GED required
- Active Property & Casualty Insurance License required
- Previous customer service experience in insurance preferred
- Strong written and verbal communication skills
- Dependable, detail-oriented, and organized
- Comfortable working in a fast-paced, remote environment
- Proficient with Microsoft Office tools (Outlook, Word, Excel, Teams, Zoom)
- Ability to multitask, manage time efficiently, and follow through on tasks
- Experience handling difficult customer interactions with professionalism
- Working knowledge of insurance products, rating, and underwriting
- Strong initiative and problem-solving abilities
- Ability to read and interpret insurance forms and calculate figures like percentages and commissions
Benefits
- 401(k) with employer match
- Medical, dental, vision, life insurance, HSA/FSA
- Paid time off (vacation and sick leave)
- Wellness program with HSA incentive contributions
- Recognition and rewards programs
- Opportunities for career advancement and professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer serviceinsurance claims processingcertificate of insurance (COI) requestsinsurance products knowledgeratingunderwritingmultitaskingtime managementproblem-solvingdata entry
Soft skills
written communicationverbal communicationdependabilitydetail-orientedorganizational skillsprofessionalisminitiativeteam collaborationrelationship managementadaptability
Certifications
High School diplomaGEDProperty & Casualty Insurance License