Service Representative Client Retention & Growth

About This Role

This Service Representative role focuses on client retention and growth for an insurance agency, providing professional service and contributing to agency expansion through policy assistance, coverage reviews, and client interactions.

Responsibilities

• Provide professional, accurate, and timely service to existing clients via phone, email, and in-office communication
• Learn and handle policy changes, billing questions, underwriting follow-ups, and claims assistance with strong attention to detail
• Participate in coverage reviews to help clients better protect their homes, autos, and families
• Support agency growth through internal new business, life insurance conversations, referrals, and 5-star client reviews
• Maintain clear, compliant documentation of all client interactions
• Show up on time, prepared, and ready to improve every day

Requirements

• Strong reliability, work ethic, and personal accountability
• Coachable mindset with the ability to learn quickly and apply feedback
• Professional written and verbal communication skills
• Attention to detail and comfort working in a regulated environment
• Willingness and ability to obtain required Property & Casualty insurance licenses

Nice to Have

• Prior experience in customer service, sales, banking, finance, or insurance
• Consistent work history and commitment to growth
• Property & Casualty and/or Life & Health insurance license

Benefits