Customer Service Representative I

InsureCAL is a fast growing, modern insurance agency based in California s Central Valley, committed to delivering exceptional customer service and trusted advice. We are pleased to have a five-star rating on Google and hope to continue being the leading company in our industry in the Central Valley. Our team is known for professionalism, responsiveness, and a client-first mindset. We specialize in personal and commercial lines and work with a wide range of network carriers to offer competitive coverage tailored to each client s needs.

We are hiring a Customer Service Representative that will assist in the servicing of existing insurance accounts, involvement with sales, and support producers in preparing insurance quotes for both new and renewal polices. The role of a Customer Service Representative requires accurate and courteous service to our clients, team members, and all company personnel. Each Customer Service Representative will have the opportunity to grow and develop talents and insurance knowledge to the highest level possible.

We offer a base salary range ($45,000-$50,000), access to company health care plan, performance bonus opportunities, paid time off, and ongoing professional development within a supportive team culture.

In this role, you will:
•   Bind coverage and confirm with clients
•   Prepare proposals for new and current clients
•   Review and process applications, renewals, policies, and endorsements
•   Maintain files in an online client management system
•   Assist in gathering and/or providing information necessary to issue policies
•   Keep producers informed of important activities regarding their clients
•   Keep client records, spreadsheets, and summaries up to date
•   Assist other agents as needed, including taking calls/messages from clients
•   Service client policies, as needed
•   Complete other essential functions, as assigned
•   Stay up to date on insurance underwriting criteria, rates, forms, and coverage changes via bulletins, trade publications, seminars, and offered training.

Qualifications & Experience:
•   Strong organizational and prioritization skills
•   Excellent written and verbal communication skills
•   Practical problem-solving and critical thinking abilities
•   Collaborative, team-oriented attitude
•   Proficiency in Office265 and Adobe Acrobat, and similar systems

Our Ideal Candidate Has:
•   Ability to work in fast paced environment
•   Strong understanding of agriculture industry
•   Entrepreneurial mindset and ability to be self-motivated . Date posted: 06/10/2025