Licensed Insurance Customer Service Representative

Job Description

Job Description

About Us :

Otto Insurance Group is a growing insurance agency committed to delivering outstanding customer service and tailored insurance solutions. We value integrity, professionalism, and building strong relationships with our clients.

Job Summary :

We’re seeking a Licensed Insurance Customer Service Representative to join our team. In this role, you’ll support our clients by addressing inquiries, processing policy changes, resolving issues, and ensuring client satisfaction. You’ll work closely with agents and underwriters to provide excellent service and build lasting client relationships.

Responsibilities :

Handle inbound and outbound customer service calls and emails

Assist clients with policy inquiries, coverage options, billing questions, and claims processes

Process policy endorsements, renewals, cancellations, and payments

Maintain accurate records in agency management systems

Work with agents to follow up on leads, cross-sell, and upsell insurance products

Ensure compliance with state and federal regulations

Resolve client concerns quickly and professionally

Provide support during audits and maintain documentation

Qualifications :

Active insurance license (Property & Casualty)

Minimum [1-2] years of customer service experience in an insurance setting

Strong knowledge of insurance products, coverages, and procedures

Excellent verbal and written communication skills

Proficient in Microsoft Office and insurance agency management software

Detail-oriented with strong organizational skills

Benefits : Competitive salary

Health, dental, and vision insurance

Simple IRA with company match

Paid time off and holidays

Ongoing training and licensing support

Friendly and supportive team environment

How to Apply :

Submit your resume and a brief cover letter to mbetts@otto-ins.com. Please include your active license details.