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Licensed Customer Service Representative - Insurance Agency

Agent Vista

MerrimacOn-site1d ago
Employment
Part-time

About the role

Role Overview

We're looking for a flexible, detail-oriented team player to join us as a part-time Customer Service Representative, working 25 hours per week in our office. You'll be the friendly, knowledgeable point of contact for our clients; helping them with their everyday insurance needs, from payments and policy questions to claims support. This is a great opportunity for someone who pays attention to detail, can work independently, and wants room to grow.

What You'll Do

  • Use our AI-powered agent platform to manage day-to-day service tasks efficiently
  • Speak with clients about their insurance needs, including payments, claims, and policy information
  • Process Registry of Motor Vehicles (RMV) transactions on behalf of our insureds
  • Respond to client questions and requests promptly, accurately, and with a service-first attitude
  • Maintain accurate records and ensure policy details are entered correctly the first time
  • Support agents and fellow team members to keep our workflow smooth and our clients happy

Requirements

What You Bring

  • An active insurance producer license
  • 3-5 Years prior experience in an insurance agency 
  • Familiarity with Registry of Motor Vehicles (RMV) processes
  • Experience working with an agency management system
  • Strong attention to detail and a commitment to getting things right
  • Ability to work independently and manage your own tasks with minimal oversight
  • A friendly, professional phone manner and genuine care for customer service
  • A collaborative, team-first mindset-happy to jump in and help each other out
  • Reliability and flexibility within a 25-hour-per-week, in-person schedule (day shift)
  • Comfort learning new software and tools (we are willing to train the right person)

What Makes You Stand Out

  • A licensed agent looking for a flexible, part-time opportunity
  • A positive, can-do attitude that adds to a happy, long-tenured team
  • Good communicator.  Ability to speak clearly on the phone with people
  • Attention to detail 
  • Be able to listen to people and understand their concerns.  Respond promptly and with empathy.
  • A person who would welcome learning from others.

Benefits

We Offer

  • Competitive hourly pay ($27.00–$30.00, based on experience and licensure)
  • Flexible, part-time schedule (25 hours per week)
  • A happy, positive, and collaborative in-person work environment
  • A long-tenured, experienced team committed to helping each other succeed

If you're detail-oriented, enjoy helping people, and want to grow your career alongside a supportive team—you'll fit right in.

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