California Licensed Customer Service Rep

Job Summary

Providing exceptional customer service, the full-time California Licensed Customer Service Representative will assist clients with policy inquiries, document requests, and renewals while working remotely in a dynamic insurance agency environment.

Key responsibilities

• Answer inbound customer questions regarding policies, endorsements, and renewals via phone and email
• Pull and send necessary documents such as certificates of insurance and declaration pages
• Support renewals by gathering updated customer information and coordinating with licensed agents

Required qualifications

• 1-3 years of experience in customer service, sales, or an insurance-related role
• A high school diploma or equivalent
• Clear and professional communication skills
• Ability to manage multiple systems and priorities effectively
• Good judgment regarding issues that require escalation to licensed agents