Customer Service Agent - Licensed

Overview
We are seeking a dedicated and professional Licensed Customer Service Agent to join our team. In this role, you will be the primary point of contact for clients, providing exceptional service and support through various communication channels. The ideal candidate will possess strong communication skills, technical proficiency, and a customer-focused mindset to effectively address client needs and resolve issues promptly. This position offers an engaging environment where your problem-solving abilities and client service expertise will make a meaningful impact.

Duties

• Communicate with clients via phone and written correspondence to address inquiries, provide information, and resolve issues efficiently.
• Manage client communications with professionalism, ensuring clarity and accuracy in all interactions.
• Utilize agency management system (EZLynx) to document client interactions, attach policy documents, and maintain up-to-date records
• Demonstrate strong typing and writing skills to compose clear, concise, and professional messages or documentation.
• Apply technical proficiency to navigate various software platforms and troubleshoot basic technical issues related to client services.
• Engage in customer service problem-solving by identifying client needs, offering solutions, and ensuring a positive experience.
• Maintain up-to-date knowledge of company policies, product offerings, and industry regulations relevant to licensed customer service operations.

Qualifications

• Valid professional license relevant to the customer service role (e.g., insurance license, either P&C or Personal Lines).
• Proven experience in customer service or client-facing roles, preferably within a licensed environment.
• Excellent communication skills—both verbal and written—with the ability to convey information clearly and professionally.
• Proficiency in Microsoft Office applications such as Word, Excel, and Outlook.
• Strong typing skills with attention to detail for accurate documentation.
• Technical proficiency with computer systems, software applications, and troubleshooting basic technical issues.
• Ability to problem-solve effectively while maintaining a customer-centric approach.
• Strong organizational skills with the ability to manage multiple tasks efficiently in a fast-paced environment.

This role is ideal for motivated individuals who thrive on helping clients and possess the necessary licensing credentials to deliver exceptional service within a professional setting.

Pay: $51,675.02 - $57,183.30 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Vision insurance
• Work from home

Work Location: In person