Customer Service Agent

California Contractors Insurance Services, Inc•Sacramento, CA

12h•$20 - $23•Onsite

About The Position

As a Customer Service Agent at CCIS, you will be responsible for providing phone support to the agency, managing our customer database, assisting clients with their needs, and connecting them to the appropriate team members to ensure a positive experience with CCIS. CCIS is headquartered in Sacramento, California. This position follows standard business hours from 8:00 AM to 5:00 PM PST, Monday through Friday with flexibility of an earlier or later start time is needed. This role requires onsite attendance in our Sacramento office Monday-Friday. California Contractors Insurance Services believes in creating long-term relationships by being responsive and relevant and by consistently delivering value to our community of customers. Specifically, with our employees, we focus on attracting, developing, and retaining the best talent for our business, challenging our people, demonstrating a “can-do” attitude, and fostering a collaborative and mutually supportive environment. Diversity creates a healthier atmosphere: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, gender, gender identity, sexual orientation, marital status, medical condition, genetic information, mental or physical disability, military or veteran status, or any other characteristic protected by local, state, or Federal law.

Requirements

High School Diploma or general education degree (GED)
1 year in a clerical customer service-related field
1 year utilizing Microsoft Office and/or digital CRM software
Strong written and verbal communication skills
A customer service oriented approach to your work
Kindness, integrity and respect for all people
A genuine care and concern for detail & accuracy
Ability to remain calm in a dynamic, fast-paced environment
Willing to work onsite in our Sacramento office Monday-Friday

Responsibilities

First call resolution – Greet and triage inbound customer calls or promptly return customer voicemail inquiries. Address their needs, troubleshoot issues, and provide clear guidance to support a successful customer experience
Provide customer account support – Offer accurate policy and license information, process non-premium policy changes such as name, address, and contact updates, handle cancellations and reinstatement requests, and maintain detailed records and source documents in our agency management system
Guide customers through the claim process – Assist customers during claim intake. Offer insight on timelines and identify key contacts they can expect to work with throughout the review
Prepare and distribute certificates of insurance – Ensure accuracy and completeness when delivering verification of coverage to customers and third parties
Partner with agents and customers – Ask thoughtful, probing questions to gather essential information, support smooth team communication, and ensure efficient call transfers when needed
Assist with policy maintenance and data accuracy – Support routine updates to customer and policy records, ensure clean data entry into the agency management system, and help identify and correct inconsistencies or outdated information to maintain high-quality records across all service workflows