Customer Service Representative – Insurance

Job overview

The Customer Service Representative – Insurance role is onsite at Burns Insurance Agency LLC in Marshfield, WI. Compensation is not specified. The agency serves current and prospective insurance clients and supports its sales staff. The representative processes policy and account requests, answers client questions, and maintains accurate records. The role helps clients receive ongoing service while supporting the agency’s efforts to obtain, maintain, and expand business.

What you'll do

• Process quotations, binders, certificates, new business, renewals, cancellations, endorsements, and first reports of claims as needed
• maintain accurate files and agency management system data
• take premium payments
• provide customer service and ongoing client support
• assist sales staff in obtaining, maintaining, and expanding business
• respond to inquiries and requests within specified timeframes.

What we're looking for

Skills & competencies

customer service representative

insurance

marshfield wi

full-time

onsite

policy changes

insurance quotations

claims support

premium payments

client service

property and casualty license

monday–friday schedule

evenings off

burns insurance agency

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off
• Monday–Friday schedule
• hands-on training
• retirement plan
• evenings off
• career growth opportunities
• tuition reimbursement.

Why this role

A Property and Casualty insurance license is required; the agency may assist the right candidate in obtaining it. Insurance industry experience is preferred.

About the employer

Burns Insurance Agency LLC is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.