Insurance Customer Service Representative

Ives Insurance Services San Diego, CA

Company

Ives Insurance Services

Location

San Diego, CA

Type

Full Time

Job Description

APPLY NOW, WE MAKE INSURANCE FUN! Come join our growing team of fun energized professionals that support our company vision of “Life Without Worry”. We have a unique company culture that supports a healthy happy work/life balance. We work hard, but we know how to have fun! Our employee’s happiness is important to us, so we strive to make the workplace one we all enjoy. We are looking for a motivated individual that can provide an enhanced customer experience for our clients and is eager to continue their growth in the ever-changing industry of insurance with opportunities of advancement within our company. Company Perks: - Weekends and holidays off - Paid vacation offered (and encouraged!) - Paid sick leave - Health benefits - Retirement plan/401 K with matching benefits - Team building events (happy hours, team building outings, etc.) - Milestone rewards/achievements - Opportunities for advancement Customer Service Representative: Who are you? As a CSR you are an integral part of our Mission “life without worry”. Your passion for providing exceptional customer service contributes to our high level of client satisfaction. You may be the first line of communication which gives you the opportunity to create a unique and amazing experience for our clients. You will connect with our clients to address questions and help achieve the optimal outcome for everyone. Your positive, cheerful attitude will be key in making it the best experience for clients and teammates! Skills and Qualifications 1. Two years of insurance experience (preferred, one year required) 2. Solution driven problem-solving skills 3. Effective, professional verbal and written communication skills 4. Strong organizational skills and detailed oriented 5. Microsoft Office skills 6. Outgoing personality & optimistic approach 7. Education: Undergraduate degree required Insurance Property & Casualty license required Desired Outcomes of this Role Customer Service (duties subject to change based on relative experience) • Provides client support by assisting clients with their questions and insurance policy maintenance • Handles inbound calls assisting clients or routing to appropriate personnel • Processes endorsements/changes to client policies • Requests documentation from clients to help satisfy carrier requirements • Creates evidence and certificates of insurance • Resolves billing discrepancies and processing of payments for clients • Resolves customer issues • Assists sales agents with quoting • Possesses and maintains a positive mental attitude, including positive working relationships with clients and agency personnel • Obtains information and documentation from new and existing clients • Reviews client policies to ensure accuracy • Maintains partnerships with our sales agents to support their clients and business development • Maintains relationships with clients to boost retention of new and renewal clients • Cross sells products to potential customers Job Type: Full-time Monday through Friday 9:00am – 5:00pm Requirement: Please submit resume and cover letter Job Type: Full-time Pay: $26.00 - $35.00 per hour Benefits: • 401(k) • 401(k) matching • Health insurance • Paid time off Education: • Bachelor's (Required) License/Certification: • Property & Casualty License (Preferred) Ability to Commute: • San Diego, CA 92107 (Required) Work Location: In person
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Date Posted

09/15/2025

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