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Customer Support
Customer Service Representative
Branson, MO

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Now viewing: Licenses Customer Service Representative- Insurance
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Licenses Customer Service Representative- Insurance

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Job Description

Job Overview We are seeking a friendly, dependable, and customer-focused Licensed Customer Service Representative (CSR) to join our Branson office. This is a full-time, in-office position responsible for assisting both existing and new customers with their day-to-day insurance needs. The CSR will serve as a primary point of contact for walk-in customers and incoming calls, assist with payments and policy documents, answer general policy and billing questions, and help onboard new customers to our agency. This position will also identify opportunities to cross-sell Property & Casualty and Life insurance products when appropriate. The ideal candidate is organized, professional, comfortable working in a fast-paced office environment, and genuinely enjoys helping people. Candidates must have an active Property & Casualty insurance license and be willing to obtain a Life insurance license . This position is Monday-Friday, 8:30 AM-5:30 PM and is fully in-office at our Branson location. Responsibilities Greet and assist walk-in customers in a friendly and professional manner. Answer incoming phone calls and assist customers with policy and account questions. Process and post customer payments. Print and provide insurance documents, ID cards, policy information, and other requested paperwork. Assist customers with routine policy changes and service requests. Onboard new customers and help them understand their policies and available agency resources. Assist with billing questions, payment issues, cancellations, reinstatements, and other policy servicing needs. Update customer information, including vehicles, drivers, mortgage companies, lienholders, addresses, and contact information. Follow up with customers regarding outstanding documents, underwriting requirements, billing issues, and pending service requests. Assist with renewal reviews and customer retention efforts. Identify opportunities to cross-sell Auto, Home, Renters, Umbrella, and other Property & Casualty products. Identify Life insurance opportunities and assist or refer customers when appropriate. Maintain accurate documentation and notes for all customer interactions. Communicate with underwriting, claims, billing, and other carrier departments when needed. Help resolve customer concerns and ensure appropriate follow-through. Maintain confidentiality and follow all agency and insurance compliance procedures. Work closely with other agency departments to ensure customers receive timely and consistent service. Complete other customer service and administrative duties as needed. Experience Active Property & Casualty Insurance License required Previous insurance agency or insurance customer service experience preferred Customer service experience strongly preferred Experience handling policy servicing, billing, payments, or insurance documentation is a plus Experience with insurance agency management systems or carrier platforms is a plus Comfortable handling a high volume of incoming calls and customer requests Strong computer skills and ability to learn new systems quickly Strong written and verbal communication skills Ability to multitask and stay organized in a busy office environment Sales or cross-selling experience is a plus, but not required Must be willing to obtain a Life Insurance License Join us in delivering outstanding client experiences through efficient license management and exceptional service! Your energy, expertise, and dedication will help us build lasting relationships while ensuring compliance excellence across all client accounts.
Pay:
$20.00 - $23.00 per hour Expected hours: 40.0 per week
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance