Trucking Customer Service Representative

Keystone Agency Partners LLC • Overland Park, KS

24d • $19 - $22 • Onsite

About The Position

Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. For more information please visit: https://mykeystone.com/

The Trucking Customer Service Representative provides exceptional service to trucking clients and agents by handling routine inquiries and supporting day-to-day policy servicing. This role is well-suited for individuals with a strong customer service foundation who are looking to build a career within the insurance industry.

Requirements

• High school diploma or equivalent required
• Active Property & Casualty license in the state of business, or the ability to obtain within 90 days of hire
• Prior customer service experience required; insurance industry experience strongly preferred, ideally within trucking
• Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce)
• Strong verbal and written communication skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Strong attention to detail and organizational skills
• Willingness and ability to quickly learn new systems and concepts
• Professionalism and a customer-first mindset
• Ability to pass a criminal background check, as permitted by law

Nice To Haves

• Basic understanding of insurance terminology and policy structures is a plus
• Experience with Applied Epic and CSR24 or similar agency management systems preferred

Responsibilities

• Respond promptly and professionally to client and broker inquiries
• Communicate policy updates, billing changes, and coverage details clearly and accurately
• Manage certificates of insurance, including issuance and updates
• Process policy changes, endorsements, and basic transactions
• Support clients with policy servicing needs and assist with the renewal process
• Guide clients through online account access and navigation
• Maintain accurate, timely documentation within the agency management system (e.g., Applied Epic)
• Identify and escalate complex issues to senior team members or leadership as appropriate

Benefits

• Competitive Compensation
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED