Customer Relations Representative (P&C Licensed)

• Service Excellence: Act as a reliable point of contact; answer questions, resolve issues, and process policy service requests (billing, endorsements, claims support).
  
  
• In-Book Sales/Pivoting: During service interactions, identify coverage gaps and recommend additional lines (e.g., Auto, Home, Umbrella; Life/Health if licensed). Generate quotes and close or seamlessly hand off to a producer.
  
  
• Retention & Reviews: Conduct renewal check-ins and coverage reviews; proactively outreach to strengthen relationships and retention.
  
  
• Accurate Documentation: Maintain complete, compliant customer records in the CRM/ECRM and follow agency/carrier procedures.
  
  
• Team Collaboration: Work closely with agents and teammates to deliver a seamless, end-to-end client experience.
  
  
• Continuous Learning: Build product knowledge and sales skills through ongoing training and coaching.
  
  

• Customer service or sales experience (insurance industry experience preferred).
  
  
• Active P&C license (required); Life & Health a plus or willingness to obtain (licensing support available).
  
  
• Strong interpersonal, communication, and relationship-building skills.
  
  
• Detail-oriented, organized, and comfortable multitasking in a fast-paced environment.
  
  
• A professional, empathetic approach and a sales-friendly mindset—you like helping people make smart choices.
  
  

• Base salary + commission tied to qualified in-book sales and retention outcomes.
  
  
• Training & Development: Ongoing coaching, product education, and sales skill-building.
  
  
• Career Path: Clear opportunities for advancement into licensed service, sales, or leadership roles.
  
  
• A positive, collaborative culture focused on doing what’s best for the customer.