Customer Service Specialist

Position Overview:

We are seeking a qualified professional to join our award‑winning team for the role of Customer Service Specialist. We seek an energetic professional interested in helping our business grow through value‑based conversations and remarkable customer experience. If you are a motivated self‑starter who thrives in a fast‑paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

• Establish customer relationships and follow up with customers, as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer‑focused, needs‑based review process to educate customers about insurance options.
• Maintain a strong work ethic with a total commitment to success each and every day.

• Bonus and compensation opportunities.
• Partially sponsored medical insurance benefits.
• Paid time off (vacation and personal/sick days).
• 401K with company match.
• Hybrid office/home work environment after training.
• Growth potential/Opportunity for advancement within office.

• Excellent interpersonal skills.
• Excellent communication skills – written, verbal and listening.
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
• People‑oriented.
• Organizational skills.
• Self‑motivated.
• Proactive in problem solving.
• Dedicated to customer service.
• Able to learn computer functions.
• Pride in getting work done accurately and timely.
• Ability to work in a team environment.
• Ability to multi‑task.
• Property & Casualty Insurance license (we will assist in licensing if not).

If you are motivated to succeed and can see yourself in this role, please email us at  We will follow up with you on the next steps in the interview process.