Insurance Customer Service Rep, Property Casualty
Overview
You will own daily service operations for a private client insurance practice, supporting a national client base with endorsements, billing, and renewals. Work directly with account managers and leadership in a lean, high-accountability team. Gain exposure to complex, relationship-driven insurance work and shape the workflows that scale the service function. This role offers a clear path to account management or process ownership, with a culture that rewards initiative and precision.
What You'll Do8
- 1Process basic policy endorsements with accuracy and speed using agency management software.
- 2Handle billing inquiries, changes, and follow-ups with carriers and clients, resolving payment issues in Applied Epic.
- 3Assist with renewal preparation, scheduling, and policy review to ensure coverage aligns with client needs.
- 4Quote renewals and basic new business for personal and commercial lines using AMS360 or similar tools.
- 5Coordinate information and prepare submissions for new lines of business, ensuring completeness and compliance.
- 6Maintain clean, organized account documentation and workflows, updating CRM records in real time.
- 7Communicate with clients via phone and email, providing friendly, responsive support and building trust.
- 8Identify small operational improvements and propose process enhancements to leadership on a regular basis.
Requirements8
- 11-3 years of insurance customer service experience (agency or carrier side).
- 2Active Arizona Property Casualty Insurance License required.
- 3Familiarity with endorsements, billing, and quoting basics in personal lines.
- 4Strong attention to detail and discipline in follow-through on client requests.
- 5Excellent verbal and written communication skills, with ability to explain policy details clearly.
- 6Ability to build rapport and establish trust with clients quickly.
- 7Demonstrated problem-solving skills to identify and resolve issues efficiently.
- 8Proficiency with Microsoft Office and CRM software (e.g., Salesforce, HubSpot) is a plus.
Salary Insight
$40 - $58k per year
Location
Required Skills
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