Licensed Insurance Customer Service Rep

As a trusted leader in the industry, Windy Ridge Insurance Agency is seeking a dedicated and experienced Licensed Customer Service Representative to join our dynamic team and play a key role in strengthening client relationships and ensuring long-term satisfaction. This in-office role requires a strong background in client retention, as well as a deep understanding of property and casualty insurance.

• Year-end total ranges $55,000-$65,000 with base salary, commissions, and bonus opportunities
• Paid Time Off (PTO)
• Health Insurance

• Manage and enhance relationships with current clients to ensure high levels of satisfaction and retention.
• Provide ongoing support and service to clients, addressing inquiries, claims, and policy updates.
• Proactively assess customer needs and offer appropriate coverage solutions.
• Develop and execute retention strategies to reduce customer churn and improve satisfaction.
• Collaborate with internal teams to resolve customer concerns and ensure timely responses.
• Maintain accurate customer records and ensure all relevant documentation is up-to-date.
• Monitor and track retention goals and metrics to ensure departmental success.
• Recognize opportunities to cross-sell/up-sell current clients.

• Must hold a current Property & Casualty insurance license.
• Previous experience in customer retention, preferably in the insurance industry.
• Strong understanding of property and casualty insurance products and services.
• Excellent communication and interpersonal skills, with a focus on relationship-building.
• Ability to handle client concerns and provide effective solutions.
• Strong problem-solving skills and attention to detail.
• Ability to work both independently and as part of a team.

If you are a proactive, customer-focused individual with a passion for property and casualty insurance and client retention, we encourage you to apply today!