Customer Service Representative

Description:

A customer-focused Insurance Agency in Bonney Lake is seeking a friendly and proactive Customer Service Representative to join their team. This role is ideal for individuals who enjoy helping others, thrive in fast-paced environments, and want to grow in the insurance industry. As the first point of contact, you’ll deliver exceptional service to both current clients and new prospects while contributing to a competitive, team-oriented culture.

Key Responsibilities:

• Manage incoming calls and provide exceptional, solutions-oriented service

• Process policy changes and service requests efficiently

• Support sales efforts by booking appointments with potential clients

• Cross-sell and upsell products to existing clients

• Promote and request client referrals

• Stay informed about the agency’s insurance offerings and procedures

Required Qualifications:

• Demonstrated reliability, trustworthiness, and strong ethical standards

• Excellent written and verbal communication skills

• Willingness to obtain a Property & Casualty and/or Life & Health insurance license (company will assist)

• Strong interpersonal skills with a customer-first approach

• Self-motivated, coachable, and determined to grow professionally

• Spanish language skills are a plus

What the Organization Offers:

• A supportive environment that promotes personal and professional growth

• Licensing assistance for required insurance certifications

• Inclusive hiring practices underlined by a commitment to equity and diversity

• ADA-compliant accommodation and support during the recruitment process