Customer Service Sales Representative

Portland OR
30+ days ago

Job Description

Looking for a high energy Insurance Customer Services Sales Representative

Must be a motivated problem solver who is excited to help customers! This person helps maximize positive client experience by responding to inquiries in a timely manner; proactively reaching out to maintain good relations; and helps promote the agency through community outreach. Our CSSR acts as a liaison, providing product information and resolving customer requests with accuracy and efficiency.


  • Respond to calls and emails regarding coverage, policy changes, and claims
  • Maintain accurate record of client interactions and transactions; organize documents & follow-up as needed; process payments and explain billing
  • Work with team to meet marketing goals by successfully promoting new business, and identifying additional solutions during client reviews
  • Assist with social media, digital marketing, community event and outreach


  • Must have current Property and Casualty license, or ability to obtain within 60 days
  • Strong verbal/written communication and interpersonal skills
  • Computer savvy in Microsoft products, and ability to learn other systems quickly
  • Confident self-starter who works well independently
  • Naturally analytical with strong problem-solving capabilities
  • Able to multi-task in a fast-paced environment

Preferred Skills and Abilities:

  • Customer Service experience
  • Knowledge or experience in the insurance industry
  • Life and Health license
  • Social media/digital marketing skills

Compensation Package:

  • $15 - $18 per hour depending on licensing, skills, and experience
  • Commission incentives
  • Group medical, vision and dental


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