Customer Service Representative (Insurance Agency)
Best Deal Insurance Agency
South Gate, CA
Part-time
Posted Mar 17, 2026
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via LinkedIn
Job Description
th questions regarding their policies
• Process policy changes, endorsements, and renewals
• Provide clients with insurance ID cards, certificates, and documentation
• Assist with billing inquiries and payment processing
• Support sales agents with quote preparation and follow-ups
• Maintain accurate client records in the agency management system
• Assist walk-in customers with service needs
• Provide general administrative support for the office
Qualifications
• Customer service experience preferred
• Bilingual in Spanish and English preferred
• Strong communication and interpersonal skills
• Comfortable working in a fast-paced office environment
• Basic computer skills (email, data entry, CRM systems)
• Ability to multitask and stay organized
• Process policy changes, endorsements, and renewals
• Provide clients with insurance ID cards, certificates, and documentation
• Assist with billing inquiries and payment processing
• Support sales agents with quote preparation and follow-ups
• Maintain accurate client records in the agency management system
• Assist walk-in customers with service needs
• Provide general administrative support for the office
Qualifications
• Customer service experience preferred
• Bilingual in Spanish and English preferred
• Strong communication and interpersonal skills
• Comfortable working in a fast-paced office environment
• Basic computer skills (email, data entry, CRM systems)
• Ability to multitask and stay organized
Qualifications
- • Strong communication and interpersonal skills
- • Comfortable working in a fast-paced office environment
- • Basic computer skills (email, data entry, CRM systems)
- • Ability to multitask and stay organized
Benefits
Responsibilities
- • The Customer Service Representative (CSR) is responsible for assisting clients with policy service requests, answering questions, processing payments, and supporting the agency’s sales team
- • This role is essential to maintaining excellent client relationships and ensuring efficient daily office operations
- • Answer inbound phone calls and assist customers with questions regarding their policies
- • Process policy changes, endorsements, and renewals
- • Provide clients with insurance ID cards, certificates, and documentation
- • Assist with billing inquiries and payment processing
- • Support sales agents with quote preparation and follow-ups
- • Maintain accurate client records in the agency management system
- • Assist walk-in customers with service needs
- • Provide general administrative support for the office