Customer Service Representative

Not your traditional insurance company—and that’s exactly how we like it. At The Liberty Company, we’re redefining what it means to build a career in insurance. Our award-winning culture, recognized year after year—celebrates entrepreneurship, collaboration, and a genuine commitment to employee wellness. Here, we don’t just talk about culture; we live it. We support our people with competitive total compensation, comprehensive benefits, generous paid time off and holidays, continued education opportunities, and company-sponsored programs focused on wellness, stress management, and community involvement—because your career and your well-being both matter here.

We believe your work should bring you your JOB—the Joy of Being
. That means feeling valued, supported, and inspired while doing meaningful work alongside people who care. As we continue to grow, we’re looking for individuals who want to contribute ideas, innovate with purpose, and thrive in an environment where positivity and growth go hand in hand. We are searching for our next enthusiastic Customer Service Representative to join our growing team in our Rocklin, CA office.

This is a true HYBRID role going in office Monday, Wednesday, and Friday and work-from-home Tuesday and Thursday.

Position Summary:

The Customer Service Representative is responsible for supporting the Commercial Lines team and help continue delivering exceptional service and accuracy to clients. This position requires great attention to detail in a team-oriented, fast-paced environment.

Essential Duties and Responsibilities:

• Processing endorsements, audits, policies, and other items at the Account Executive’s direction.
• Assisting in the renewal process, including obtaining quotes, applications and other duties.
• Identify and escalate any compliance gaps or discrepancies to the Account Executive and/or Team Lead.
• Providing quality customer service to clients, teammates and carriers.
• Communicating with other teammates regarding client needs and issues.
• Supporting the team with miscellaneous duties and projects as assigned – flexibility and teamwork are key.

Minimum Qualifications:

• Education requirement:
  High school diploma or equivalent is required.
• Insurance experience preferred but not required.
• Exceptional written and verbal communication skills – clear, precise, and professional.
• Strong attention to detail, accuracy, and organizational skills.
• Ability to work both independently and collaboratively with a positive, proactive attitude.
• Comfortable prioritizing and making informed decisions quickly.

Promoting Peace of Mind for All

At Liberty, we great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value:
Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

* Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role.