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Insurance Customer Service Representative, Property and Casualty

PathWise Insurance Agency, INC · Fresno, CA · PathWise client service team

Compensation

$35k – $50k /yr

Employment type

Full-time

Work setting

On-site

Location

Fresno, CA

Schedule

Day shift

Posted

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Job overview

The Insurance Customer Service Representative, Property and Casualty role is onsite in Fresno, CA, paying $35,000–$50,000 per year. PathWise Insurance Agency is an independent agency serving families and businesses with a relationship-first approach. The representative supports existing clients throughout policy servicing and renewals, helping maintain strong client relationships beyond the point of sale. The role also coordinates claims communication and keeps account records and renewal activity current so clients receive responsive, informed service.

What you'll do

  • Handle inbound policy changes, endorsements, certificates, ID cards, billing questions, and coverage inquiries. Manage renewals and proactively contact clients to review coverage and identify gaps
  • conduct warm transfers
  • respond to phone, email, and text communications
  • monitor renewal risks and reach out to clients not contacted in over 90 days. Document interactions, guide clients through first notice of loss, liaise with carriers on claims, follow up on claim progress, and surface rounding opportunities to the agent.

What we're looking for

Skills & competencies
insurance customer service representative
pathwise insurance agency
fresno ca
full-time
property and casualty
california p&c license
policy servicing
renewals
claims support
agency management system
monday–friday
$35k–$50k
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Paid time off
  • parental leave
  • hands-on training
  • Monday–Friday schedule
  • career growth opportunities
  • health insurance.

Why this role

Requires an active California Property and Casualty license, insurance service or CSR experience, and proficiency with an agency management system such as Applied Epic, EZLynx, or HawkSoft. The posting states a Monday–Friday schedule and no cold calling.

About the employer

PathWise Insurance Agency, INC is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.

Additional details

Industry sector
52
Industry
Insurance Agencies and Brokerages
Occupation code
43-4051.00
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