Comfort Insurance & Finances LLC · 12 hours ago
Customer Service Representative
Comfort Insurance & Finances LLC is a supportive, team-oriented agency seeking a Customer Service Representative to assist clients and support the Sales Department. The role involves processing policies, explaining coverage, and maintaining client records while providing exceptional customer service.
Financial ServicesHealth CareHealth InsuranceInsurance
Responsibilities
Assist new and existing clients with general insurance information and service inquiries
Work directly with sales agents to support policy processing and client needs
Process quotes, applications, and policy changes accurately and efficiently
Deliver policies and assist with follow-up and coverage reviews
Provide prompt, friendly, and professional customer service by phone and email
Respond to questions regarding coverage, eligibility, billing, and claims support
Maintain accurate client records and follow agency guidelines and processes
Participate in training and ongoing professional development
Qualification
Required
1–2 years of customer service and/or sales experience
Fluent in English and Spanish
Professional, dependable, and customer-focused
Strong communication, organization, and time management skills
Detail-oriented and comfortable handling a high volume of calls
Able to work independently while collaborating with a team
Open to feedback, coaching, and continuous learning
High school diploma or GED required
Required to obtain the 4-40 Customer Service Representative license within the first 30 days of employment
Benefits
Paid training and full licensing reimbursement
Dental, vision, and life insurance
401(k) with company match
Paid time off and paid holidays
Supportive, respectful, and team-oriented work environment