Customer Service Representative

Hoffman Agency

We are seeking a dedicated and detail-oriented Customer Service Representative (CSR) to join our fast-paced insurance agency in Missouri Valley, Iowa. The ideal candidate will provide exceptional customer support, maintain accurate records, and help ensure the efficient operation of the office.  This is a key role for maintaining client satisfaction and agency success.

Key Responsibilities:

  • Respond promptly and professionally to client inquires via phone, email and in-person
  • Process policy Changes, endorsements, and updates accurately and in a timely manner
  • Assist clients will billing questions, payment processing, and policy documentation.
  • Schedule appointments and maintain organized client files and follow-up activities.
  • work closely with agents and underwriters to resolve client issues and policy concerns.
  • Prepare quotes and assist with new business applications under agent supervision.
  • Maintain confidentiality and safeguard sensitive customer information.
  • Support daily office operations 
  • Participant in ongoing training and development to stay current on insurance products and procedures. 

Qualifications:

  • High School Diploma or Equivalent
  • Prior customer service experience
  • Strong attention to detail and ability to multitask in a busy environment
  • Proficient in basic computer applications.

Benefits:

  • Competitive hourly wage based on experience
  • Health insurance 
  • Paid time off and paid holidays
  • 401(k) retirement plan 
  • Continuing education support and licensing assistance

 

To apply for this job email your details to jholcombe@hoffman-agency.com