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Customer Service Representative - Insurance - San Diego, CA

Remote, USA Full-time Posted 2025-11-03
About the position Are you searching for a position in Insurance where you can exceed customer service expectations and collaborate with a team? A well-established insurance brokerage located near downtown San Diego is looking to add a personable Customer Service Representative to the team. This office is located near local eating establishments, perfect for lunchtime. If you want to join a reliable team where you can grow, apply now! Responsibilities • Provide helpful and professional insurance service needs to clients and producers , • Process binder requests, endorsements, policies, etc. , • Verify critical information for file documentation: premiums, policy numbers, claims reports, forms, etc. , • Provide knowledgeable answers to questions about product, pricing, and availability , • Work with internal departments to meet customer's needs , • Comfortable with cross-selling Requirements • P&C license required , • 1+ years of Commercial Lines Insurance experience in a retail brokerage setting , • Proficiency in Salesforce , • In-depth knowledge of various insurance coverages, products, and agency procedures Nice-to-haves Benefits • Dental insurance , • Flexible schedule , • Health insurance , • Paid time off , • Vision insurance , • Work from home Apply Job!  

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