Customer Service - Management Track

Job Description

Job Description

Benefits :

401(k)

Bonus based on performance

Competitive salary

Opportunity for advancement

Paid time off

Training & development

Position Overview :

We are looking for a motivated and service-oriented individual to join our insurance team in an entry-level customer service and sales role, with a clear path to quickly grow into an Office Manager position. This is an excellent opportunity for someone who is eager to learn, thrives in a fast-paced environment, and is ready to take on more responsibility over time.

Youll assist clients and policyholders by answering questions, managing policy changes, resolving billing concerns, and guiding potential clients through insurance options. If you bring a strong work ethic, great communication skills, and a client-first mindset, wed love to hear from you.

Key Responsibilities :

• Provide excellent customer service by handling inbound calls and inquiries regarding insurance policies, billing, and coverage options
• Educate prospective clients on coverage options and help convert quotes into new policies
• Assist with policy changes, documentation, and updates accurately and efficiently
• Support marketing and outreach activities and respond to leads effectively
• Contribute to a positive office environment and support team success

Qualifications :

• Interest in sales and marketing insurance products based on customer needs
• Strong communication skills written, verbal, and active listening
• Friendly, people-focused, and customer-first approach
• High attention to detail and organizational skills
• Self-starter who is proactive in solving problems
• Prior insurance experience or knowledge of policy procedures is a plus