Insurance - Customer Service Rep ( P & C )

Join Our Team as a Customer Service Insurance Rep (CSR)!

Are you an experienced Customer Service Insurance Representative looking to take your career to the next level? Applegate Insurance Agency is seeking a passionate individual who loves helping customers and providing them with the best insurance solutions. As a CSR, you will have the opportunity to build and maintain customer relationships, advise clients on insurance products, and solve their insurance problems. If you have excellent communication skills and a knack for problem-solving, this role is perfect for you!

Daily Responsibilities:

• Assess clients' insurance needs via phone, email, or chat
• Help clients choose appropriate insurance policies
• Process claims and negotiate insurance
• Provide knowledgeable answers to questions about products, pricing, and availability
• Work with various insurance companies to meet customer's needs
• Perform data entry into agency's client management system, IMS

Required Skills:

• 1-3 years of relevant work experience in personal lines insurance
• Excellent phone etiquette and interpersonal skills
• Ability to multi-task, organize, and prioritize work
• State-issued property and casualty insurance license OR willingness to obtain one immediately
• Experience with personal lines of insurance or other virtual and/or phone-based experience

Company Information:

Applegate Insurance Agency is an independent insurance agency dedicated to providing the most coverage at the best value for personal and business insurance needs. They offer a variety of insurance options, including home, auto, renters, and business coverage across Tennessee and North Carolina. The agency emphasizes customer service and tailors coverage to meet the unique needs of their clients. Their goal is to provide peace of mind affordably and efficiently through comprehensive insurance solutions.

DEI Statement:

Applegate Insurance Agency is committed to creating a diverse, equitable, and inclusive workplace where all employees feel valued and respected. We believe that diversity in perspectives leads to better decision-making and innovation.

EEO Statement:

Applegate Insurance Agency is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.