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Spokane Valley Insurance
Customer Service Representative / Account Manager – In-Office Role
Job Overview
Are you a multitasking pro who thrives in a fast-paced office where no two days are the same? Do you love helping people, solving problems on the fly, and keeping things running smoothly? We're hiring a Customer Service Representative/Account Manager to be the face of Spokane Valley Insurance—a people-focused, independent agency built on long-lasting client relationships and compassionate service.Note: This is a full-time, in-office position. While other team members work from different locations, this role is based in our physical office and requires someone who enjoys being the go-to person on-site.
This role combines front desk reception, account servicing, and policy processing in a high-volume insurance agency. You’ll be the first point of contact for clients—answering phones, handling walk-ins, managing paperwork, and supporting day-to-day operations. You must be highly organized, self-sufficient, and thrive working independently in a busy office environment.
Salary Range: $37,440.00 - $51,344.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Vision Insurance
Paid Time Off (PTO)
Dental Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Evenings & Weekends Off
Requirements
- Must work in-office—this is not a work-from-home position
- 6+ months of experience in customer service, front desk, or retail preferred
- Experience handling cash or checks
- Strong documentation and attention to detail
- Ability to manage your own workload without micromanagement
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Completion of a 40-hour Property & Casualty licensing course and passing the state exam prior to start (we reimburse up to $320 total after passing)
- Completion of agency system and carrier training upon hire
- Positive attitude, sense of humor, and ability to stay calm under pressure
- A thick skin—no one’s going to laugh at you, but you should be able to laugh at yourself
Responsibilities
Front Desk Duties:
- Greet walk-ins, carrier reps, and clients with professionalism and warmth
- Process in-person, phone, and mailed payments (cash, checks, credit cards)
- Scan and upload all incoming mail and emails to the appropriate client records
- Shred scanned documents daily in compliance with WA OIC privacy standards
- Mail documents on behalf of off-site staff or clients as needed
- Tidy and restock office supplies during downtime
Account Manager Duties:
- Handle policy change requests and servicing tasks for walk-ins and callers
- Review renewals for premium changes; assess need for re-shops based on changes
- Follow up on quotes and assist with writing new policies
- Maintain accurate and up-to-date client records in our agency management system
- Provide timely, documented responses to all client communications
- Complete training on our internal systems and carrier platforms (provided upon hire)
Team Collaboration:
- Communicate clearly and ask for support when needed—we're a team
- Practice transparency with clients and colleagues
- Use agency workflows and resources to complete tasks efficiently
Remote Type:
No
Job Type:
Full-Time
Job Category:
Customer Service Representative
Location:
11017 E Sprague Ave, Unit B,Spokane Valley,WA,99206,US
About Us
Insurance Agency