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Job Description

As a Customer Service Agent, you will deliver exceptional customer service by answering calls and emails, assisting with policy changes, billing, and claims. Help clients understand coverage options, schedule appointments, and keep records accurate. You’ll focus on problem-solving and building relationships, with occasional opportunities to identify additional insurance needs.

You will refine your expertise in insurance, financial services, and customer relations to position yourself for advancement as an Insurance Agent, delivering tailored insurance and financial solutions to meet the needs of your local community.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

Must-haves:

- Strong attention to detail and organizational skills

- Excellent communication over the phone and adept customer service skills

Ability to test and pass examinations for Property and Casualty licensing in the state of Washington Highly Preferred:

- Fluency in Mandarin or Cantonese language

- Experience in insurance or financial services

Property and Casualty/Life and Health insurance licensing