Part-Time Licensed Insurance Customer Service Representative Licensed Property & Casualty | Customer Service + Account Growth | In-Person Are you a licensed insurance professional who enjoys helping customers, solving problems, and building long-term relationships? We are looking for a Part-Time Licensed Insurance Customer Service Representative to join our growing agency team. This role is ideal for someone who is strong in customer service and account management, but also understands that great service means looking at the customer's entire insurance picture and identifying opportunities to better protect them. You will work primarily with our existing customers—helping with policy questions, billing, coverage changes, renewals, and day-to-day service needs—while also identifying opportunities to cross-sell and multi-line accounts when appropriate. We are looking for someone who is proactive, organized, dependable, and comfortable having meaningful insurance conversations rather than simply processing transactions. What You'll Do Provide friendly, professional, and timely service to existing customers Assist with policy questions, billing inquiries, coverage changes, documentation, and general account servicing Review customer accounts and identify potential coverage gaps or additional insurance needs Proactively discuss additional products and coverage options when appropriate Cross-sell and multi-line existing customers, including Auto, Home/Renters, Life, and other available products Prepare insurance quotes and explain coverage options clearly Follow up with customers regarding quotes, pending items, policy changes, and account reviews Assist with customer retention and help resolve concerns before they result in lost business Build strong relationships and create a positive customer experience Maintain accurate documentation and follow established agency processes Work collaboratively with the agency team to achieve both service and growth goals Participate in ongoing training, coaching, and professional development
What We're Looking For Required:
Active Property & Casualty Insurance License Previous insurance, customer service, sales, or client-facing experience Excellent verbal, written, and listening skills Strong organizational skills and attention to detail Comfortable discussing insurance products and identifying additional customer needs Confident making outbound follow-up calls and having proactive customer conversations Strong computer skills and ability to learn multiple systems Dependable, professional, ethical, and team-oriented Self-motivated with a strong work ethic and positive attitude
Preferred:
Previous experience servicing an insurance book of business Experience with account rounding, cross-selling, retention, or insurance sales Life & Health Insurance License is a plus; willingness to obtain it will be expected Spanish-speaking is a plus, but not required Compensation & Benefits We believe strong performance should be recognized and rewarded. Competitive hourly/base compensation based on experience Commission opportunities for qualifying production Performance-based bonus incentives Paid time off and holidays Ongoing training and coaching 401(k) eligibility after 6 months Part-time schedule with some flexibility Opportunity for professional growth and increased responsibility If you're licensed, customer-focused, motivated, and looking for a part-time opportunity where your contribution can make a real difference, we'd love to hear from you.