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Gelfand Insurance

Insurance Assistant Customer Service Representative

Job Description

Job Description We're looking for an experienced, detail-oriented, and dependable individual to join our team as an Assistant Customer Service Representative. This role is ideal for a licensed insurance agent or experienced CSR who enjoys servicing clients and supporting an agency, without the pressure of sales. Position Overview This position focuses on servicing existing clients, handling policy changes, and supporting daily agency operations. The ideal candidate is comfortable working in a fast-paced environment and has prior experience in insurance or customer service. Responsibilities Assist clients with policy servicing (changes, updates, billing questions, etc.) Answer and route incoming calls professionally Respond to client emails and service requests Process endorsements, certificates, and policy documents Support agents with day-to-day account management Maintain accurate client records and data entry Help ensure a smooth and positive client experience Qualifications Prior experience in insurance or customer service (required) Insurance license preferred (or willingness to obtain) Strong communication and organizational skills Comfortable with agency management systems and basic computer tools comfortable working independently Detail-oriented and able to multitask Reliable and professional Bilingual is a plus, but not required. What Makes This Role a Good Fit Perfect for an agent who prefers servicing over sales No sales quotas or production pressure Supportive team environment Opportunity to grow within the agency Benefits Paid time off Retirement plan
Supplemental Pay:
Bonus opportunities About Us We're a fast-paced, fun, and friendly team that takes pride in delivering old-school customer service while helping clients with their insurance and financial needs. As a smaller office, we value strong relationships, teamwork, and attention to detail, and we're looking for the right person to grow with us and make a real impact.
Job Type:
Full-time Pay:
$16.60 - $23.00 per hour Expected hours: 40.0 per week
Benefits:
401(k) Paid time off
Experience:
Office:
2 years (Preferred)
Customer Service:
3 years (Preferred) Ability to
Commute:
West Linn, OR 97068 (Required) Ability to
Relocate:
West Linn, OR 97068: Relocate before starting work (Preferred)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Dental Insurance
  • Other Retirement and Savings

Career Insights for Insurance Customer Service Representative

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Scorecard

Based on Oregon data

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What they do

An Insurance Customer Service Representative responds to customer inquiries about insurance, provides information about insurance products and services, and reports insurance claims. May explain insurance coverage or assist customers with adding or changing coverage. Handles or resolves customer complaints. Keeps records of customer communications and transactions.

$45,981 / year median in Oregon

-7% projected decline

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