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Customer Service Representative

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Lee & Mason Financial Services, Inc.

Manassas, VA (In Person)

$35,880 Salary, Full-Time

Posted 1 week ago (Updated 6 days ago) • Actively hiring

Expires 6/12/2026

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Job Description

Customer Service Representative Job Summary:
The Customer Service Representative will interact with the company's customers by addressing inquiries, resolving complaints, and gathering policy information.
Duties/Responsibilities:
Interacts with customers via telephone to provide support, answer questions pertinent to existing insurance policies and determine appropriate course of action. Fields client questions and complaints; when the issue is beyond the representative's knowledge, forwards to the Account Manager or other appropriate staff. Handles all callers effectively; de‐escalating the call where appropriate and providing solutions that leave the customer satisfied with the resolution. Resolves information gaps by contacting carriers and agencies as required, to gather policy information and other missing data, and updates systems and records as appropriate. Maintains customer accounts and records of customer interactions with details of inquiries, complaints, or comments. Performs other related duties and supports other departments as assigned.
Required Skills/Abilities:
Excellent communication skills including active listening. Service‐oriented; able to troubleshoot, resolve conflicts and empathize with customers. Ability to make decisions quickly by balancing company guidelines and customer needs Proficient computer skills with the ability to learn new software. Basic knowledge of Microsoft Office and Excel. Familiarity with basic office equipment. Insurance knowledge is preferred but not required.
Education and Experience:
High school diploma or equivalent. Customer service experience preferred
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.
Job Type:
Full-time Pay:
$16.00 - $18.50 per hour
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance
Experience:
Customer service: 1 year (Preferred) Ability to
Commute:
Manassas, VA 20110 (Required)
Work Location:
In person

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