Customer Service Agent

Leavitt Group-posted 3 days ago
$50,000 - $55,000/Yr
Full-time • Entry Level
Remote
11-50 employees
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In this role, you will work closely with Account Managers to support our clients and carriers by managing day-to-day service tasks, processing renewals, and responding to policy-related inquiries. You will play a key role in maintaining client satisfaction and ensuring timely and accurate handling of insurance documents and communications.

  • 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
  • High School diploma or GED required
  • Active Property & Casualty Insurance License required
  • 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
  • Ergonomic desk and chair setup, desk must accommodate 2 monitors + phone (provided by Leavitt)
  • Quiet, distraction-free workspace (no background noise from children, pets, etc.)
  • Wired high-speed internet connection (50 Mbps upload/download or higher)
  • Previous customer service experience in insurance preferred
  • 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
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