Customer Service Agent

Customer Service Agent

Remote – Willing to work in Mountain Time Zone | Monday–Friday, 8:00 AM – 5:00 PM
Full-time | $50,000–$55,000/year DOE

Are you looking for a rewarding role with long-term growth potential? Leavitt Group is hiring a Customer Service Agent to join our team. This is a remote position for candidates in the Mountain Time Zone and offers the opportunity to be part of a nationally recognized organization that values service, teamwork, and professional development.

Position Overview

In this role, you will work closely with Account Managers to support our clients and carriers by managing day-to-day service tasks, processing renewals, and responding to policy-related inquiries. You will play a key role in maintaining client satisfaction and ensuring timely and accurate handling of insurance documents and communications.

Essential Duties & Responsibilities

• Monitor and process emails in agency inboxes; route renewal items to the correct Account Manager

• Respond to client inquiries regarding policy changes and other service needs

• Process or route certificate of insurance (COI) requests

• Support the Account Manager during marketing and quoting stages

• Assist clients in filing and updating insurance claims

• Prepare and process renewal certificates and associated documentation

• Record all client interactions and update agency management system files accordingly

• Follow established procedures for correspondence, binders, cancellations, ID cards, and internal tasks

• Provide phone support, documenting all conversations and ensuring accurate client records

• Serve as a backup on client calls when the Account Manager is unavailable

• Participate in team meetings, carrier webinars, and continuing education classes

• Prioritize and manage workflow to ensure timely task completion

• Maintain strong relationships with clients, carriers, vendors, and colleagues

• Stay informed on industry updates, carrier products, and company procedures

• Collaborate effectively with others using professional communication and a team-oriented approach

• Perform additional duties as assigned

Qualifications

• High School diploma or GED required

• Active Property & Casualty Insurance License required

• Previous customer service experience in insurance preferred

• Strong written and verbal communication skills

• Dependable, detail-oriented, and organized

• Comfortable working in a fast-paced, remote environment

• Proficient with Microsoft Office tools (Outlook, Word, Excel, Teams, Zoom)

• Ability to multitask, manage time efficiently, and follow through on tasks

• Experience handling difficult customer interactions with professionalism

• Working knowledge of insurance products, rating, and underwriting

• Strong initiative and problem-solving abilities

• Ability to read and interpret insurance forms and calculate figures like percentages and commissions

Remote Work Requirements

• Ergonomic desk and chair setup, desk must accommodate 2 monitors + phone (provided by Leavitt)

• Quiet, distraction-free workspace (no background noise from children, pets, etc.)

• Wired high-speed internet connection (50 Mbps upload/download or higher)

Compensation & Benefits

• Salary: $50,000–$55,000/year, depending on experience

• 401(k) with employer match

• Medical, dental, vision, life insurance, HSA/FSA

• Paid time off (vacation and sick leave)

• Wellness program with HSA incentive contributions

• Recognition and rewards programs

• Opportunities for career advancement and professional development

About Leavitt Group

As one of the largest privately-held insurance brokerages in the nation, Leavitt Group has over 275 locations across 27 states. We specialize in both personal and commercial lines, partnering with top insurance carriers to deliver outstanding service and value. Our agency teams are known for their local expertise, supported by the strength and stability of a national brand.

Apply Today!

We're looking for motivated, customer-focused professionals who want to make a meaningful impact while growing in their careers. Local candidates within the Mountain Time Zone are strongly encouraged to apply.

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