Customer Service Representative / Office Manager

Job Summary
We are an Independent Insurance Agency are seeking a dynamic and energetic Customer Service Representative / Office Manager to join our team! This multifaceted role combines exceptional customer support with efficient office management to ensure smooth daily operations. The ideal candidate will be a proactive communicator, highly organized, and passionate about delivering outstanding client service. You, along with our team will serve as the first point of contact for clients and visitors, with NO COLD-CALLING or SALES RESPONSIBILITES.

Responsibilities

• Greet clients, visitors, and vendors warmly, providing excellent customer service via phone, email, and in person
• Manage incoming calls with professionalism, utilizing strong phone etiquette and communication skills to address inquiries or direct calls appropriately
• Handle data entry tasks accurately using Microsoft Office applications, maintaining organized records of client interactions and transactions
• Assist with client communication by writing clear, professional correspondence and updating CRM systems as needed
• Oversee daily office-staff operations
• Support customer service problem-solving by promptly addressing concerns or complaints with a positive attitude and effective solutions
• Maintain high standards of organization by managing files, documents, and correspondence systematically

Qualifications

• Proven experience in customer support or call center roles, with insurance work being preferred
• Excellent communication skills—both written and verbal—with a focus on clarity, professionalism, and active listening
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) along with general computer skills for data entry and documentation tasks
• Demonstrated organizational and multi-tasking skills with the ability to prioritize duties efficiently in a busy environment
• Strong problem-solving skills combined with customer service expertise to resolve issues promptly and effectively

Benefits

Benefits:

• $17 - $25 hourly based on experience
• Full-time
• Health Insurance, Life Insurance
• Matching 401k
• Clothing allowance
• Friendly, welcoming environment

Join us to be part of a vibrant team dedicated to delivering exceptional client experiences while supporting the seamless operation of our office!

Pay: $17.00 - $25.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• Health insurance

Work Location: In person