Customer Service Representative

Position Overview:

We are seeking a reliable and customer-focused Customer Service Representative to join our independent insurance agency. This role is essential in providing exceptional service to our clients while supporting daily office operations. The ideal candidate is organized, detail-oriented, and comfortable managing multiple tasks in a fast-paced environment.

Key Responsibilities:

Answer and manage incoming phone calls, directing inquiries to appropriate staff and providing assistance as needed Greet and assist walk-in customers with payments, questions, and general support Monitor office calendar and coordinate appointment scheduling in collaboration with agents Review and respond to emails, resolving inquiries or forwarding messages to appropriate team members Process customer transactions and gather necessary information for insurance quotes Update client accounts, including adding or removing vehicles and maintaining accurate records Support business clients by processing payments, issuing certificates of insurance, and addressing service-related inquiries Sort and distribute incoming mail; prepare and send outgoing correspondence to clients Track office supply inventory and notify management when restocking is needed Maintain a clean, organized, and efficient office environment, including general housekeeping tasks

Qualifications :

High school diploma or equivalent required Previous customer service or administrative experience preferred Strong communication and interpersonal skills Excellent organizational skills and attention to detail Ability to multitask and prioritize responsibilities effectively Proficiency with basic computer systems and office software Ability to handle sensitive information with confidentiality

Preferred Qualifications:

Experience in an insurance or financial services office Familiarity with insurance terminology and processes Montana insurance license (or willingness to obtain)

Work Environment:

This position operates in a professional office setting within an independent insurance agency. The role involves frequent interaction with clients in person, over the phone, and via email.

Compensation & Benefits:

Pay will be according to experience. With Insurance Licence some opportunity for commissions. Paid leave is offered.

Pay:

$20.00 - $25.00 per hour

Benefits:

Paid time off

Work Location:

In person