Customer Service Rep, part time

Customer Service Rep, part time

Customer Service Representative, part time (posted 3/2022)

By Beacon Insurance Agency Inc.

Position: part time Customer Service Representative for Commercial and Personal Property & Casualty lines of business for an independent insurance agency.

Overview: to provide timely and courteous customer service to clients and prospects. To grow and develop task-oriented career using analytical talents and communication skills with telephone calls and email. To provide, with a positive attitude, a high level of support in caring for new and existing clients.


  • To service commercial and personal line accounts as assigned, rating and quoting new and renewal risks
  • Review applications, renewal requests, and endorsements for compliance with underwriting authority and guidelines
  • Handle telephone requests and correspondence (email, mail) in reference to assigned clients
  • Prioritize workload and/or request assistance as required
  • Follow the guidelines outlined in the agency operating manual
  • Document all client activity in the agency automation system
  • Setup and prepare new client account filing per agency procedures
  • Type and issue cancellation notices as required
  • Assist and prepare formal proposals for insurance
  • Maintain required licenses for agency
  • Keep producers fully informed of all important activities on their accounts including being sensitive to potential problems and informing management
  • Perform other duties as required and/or assume other job responsibilities as assigned

Other duties may include:

  • Participate in seminars and classes for skill and knowledge development
  • Refer Life and Health insurance leads to management


  • HS Diploma
  • Reliable transportation
  • Positive attitude
  • Knowledge of Microsoft Office (WORD, Excel…)
  • Background check and/or Drug screening as required
  • Experience in the insurance industry a benefit, but not a requirement

Location: Wheaton; position may be virtual as well

Hours: 10-20 hours/week

Pay: $15/hour

Resume: please send your resume to

Additional Info

Education Level : High School

Experience Level : Not Applicable

Job Function : Customer Service

Company/ Organization Name : Beacon Insurance Agency Inc.

How to Apply :

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