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Jose Moreano-District Office

Personal Lines Insurance Assistant/Customer Service Representative


Job Overview

Join Our Winning Team as a Customer Service Representative!

Are you a dynamic, driven, and results-oriented individual with a passion for building lasting relationships and providing exceptional service? We are seeking a talented and experienced Personal Lines Insurance Customer Service Representative to join our thriving team. As a key player in our organization, you'll have the opportunity to collaborate with diverse clients and businesses while ensuring their valuable assets and investments are well-protected.

Note: While prior insurance experience is a plus, no insurance license is required for this position. We provide on-the-job training to ensure your success in this role.

If you are passionate about helping others and have a strong customer service background, we want to hear from you!

About Us:

At Shaun Yates Insurance Agency, we pride ourselves on being a leading insurance provider that goes above and beyond for our clients. With a reputation built on trust and excellence, we have been providing top-tier insurance solutions to businesses of all sizes for over 12 years. Our company culture fosters teamwork, innovation, and personal growth, ensuring that our agents have all the support and resources they need to succeed.

Salary Range: $25.00 - $27.00 per hour

Benefits

Hourly Base Salary + Commission

Health Insurance

Vision Insurance

Dental Insurance

Mon-Fri Schedule

Requirements

Strong interpersonal and communication skills.

Ability to work well in a fast-paced environment.

Proficiency in Microsoft Office applications.

Excellent problem-solving skills.

Ability to multitask and prioritize tasks.

High attention to detail and accuracy.

Prior experience in customer service is a plus.

Responsibilities

Key Responsibilities:

-Client Relationship Building: Establish and nurture strong relationships with customers

-Processing policy applications, renewals, and endorsements as required.

Maintaining accurate records of customer interactions and transactions.

-Policy Documentation: Ensure accurate and timely completion of policy documentation, endorsements, and related paperwork, maintaining a high level of attention to detail.

-Communicating with insurance carriers and other relevant stakeholders to resolve customer inquiries.

-Providing timely and accurate information to customers about their insurance needs.

-Compliance: Comply with all legal and regulatory requirements, ensuring ethical business practices in all interactions with clients and stakeholders.


Remote Type: No
Job Type: Full-Time
Job Category: Customer Service Representative
Company Location: 20951 BURBANK BLVD STE C WOODLAND HILLS, CA 91367
Job Ad Location: Simi Valley, CA 93063, US

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