Customer Service Insurance Agent

Shawn Smith Inc

Customer Service Insurance Agent

Burlington, NC
Full Time
Paid
  • Responsibilities

    Benefits:

    Health Insurance credit monthly

    Employee discounts

    Bonus based on performance

    About the Role:

    We are growing and looking for a motivated and personable Customer Service Insurance Agent to join our growing team in Burlington, NC. This is a fantastic opportunity to build a rewarding career in the insurance industry while making a real difference in the lives of our clients. If you love helping people and thrive in a fast-paced environment, we want to hear from you!

    Responsibilities:

    Assist clients with insurance policy inquiries, updates, and renewals

    Process new insurance applications and policy changes accurately and efficiently

    Handle inbound customer calls and resolve service issues with professionalism

    Educate clients on coverage options, policy details, and available products

    Maintain accurate client records and documentation in the agency management system

    Support sales efforts by identifying cross-sell and upsell opportunities

    Collaborate with team members to ensure a seamless customer experience

    Requirements:

    Active Property & Casualty (or willingness to obtain)

    Prior experience in customer service, insurance, or a related field preferred

    Strong communication and interpersonal skills

    Proficient in basic computer applications and data entry

    Detail-oriented with strong organizational and multitasking abilities

    Ability to work independently and as part of a team

    Positive, client-first attitude with a passion for helping others

    About Us:

    Shawn Smith Agency is a trusted insurance agency serving the Burlington, NC community with dedication and integrity. Our clients rely on us to protect what matters most, and we take that responsibility seriously every single day. We foster a supportive, team-oriented workplace where employees are valued, developed, and empowered to succeed