Customer Service Representative, Insurance Agency
Overview
At Riley Taylor Insurance Agency, a Farmers Insurance partner, you will own the client experience for a book of customers in Salt Lake City and West Jordan. You will manage policy inquiries, upgrade coverage, and write new policies for a small, high-energy team. The role combines independent work with team collaboration, and includes 30 days of paid training plus licensing support. With a salaried plus commission structure, you control your earnings and grow within a supportive, family-like environment.
What You'll Do8
- 1Talk to customers about their current policies and identify upgrade opportunities to better protect their assets.
- 2Write new auto, home, and life insurance policies with accuracy and care, matching coverage to client needs.
- 3Handle inbound calls, emails, and texts promptly, resolving issues and answering questions with professionalism.
- 4Drive cross-selling and retention by proactively reaching out to existing customers to review coverage.
- 5Manage a personal pipeline of leads and follow-ups using Microsoft Office tools, ensuring no task falls through the cracks.
- 6Support teammates by sharing insights and covering peak times, building a cohesive work environment.
- 7Maintain compliance with insurance regulations while processing policy changes and endorsements.
- 8Own the first 90 days by completing training and aiming for your first set of policy sales.
Requirements8
- 11+ years of customer service or sales experience in a fast-paced setting, with a track record of clear communication.
- 2Excellent written and verbal communication skills, with the ability to explain complex coverage in simple terms.
- 3Strong organizational skills and attention to detail, managing multiple tasks without losing focus.
- 4Ability to make independent decisions while knowing when to escalate issues to senior team members.
- 5Microsoft Office proficiency, including Outlook, Excel, and Word for documentation and follow-up.
- 6Current Utah Property Casualty Insurance License or willingness to obtain one within 30 days (agency covers fees).
- 7Life insurance license is a plus, with opportunities to earn it during training.
- 8Positive attitude and a team player mindset, ready to contribute to a supportive office culture.
Salary Insight
$36 - $65k per year
Location
Required Skills
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