Note: The job is a remote job and is open to candidates in USA. Choice Financial Group is a growing insurance agency supporting property and casualty, life, health, and employee benefits agencies. The Licensed Customer Service Representative will service and retain personal lines clients, handle policy changes and inquiries, resolve issues with carriers, and identify cross-selling and new business opportunities.
Responsibilities
- Service and maintain existing homeowners and auto insurance policies
- Assist clients with policy changes, renewals, billing inquiries, and coverage questions
- Provide outstanding customer service to support client retention
- Identify opportunities to cross-sell and sell new home and auto policies
- Work directly with carriers to ensure efficient policy servicing and issue resolution
- Build and maintain strong client relationships through consistent communication
- Support retention efforts and contribute to overall agency growth
Skills
- Active New Jersey Property & Casualty License
- Minimum 1 year of personal lines insurance experience
- Experience servicing home and auto policies
- Strong customer service and relationship-building skills
- Ability to multitask and work in a fast-paced environment
- Strong attention to detail and organizational skills
- Bilingual in English and Spanish (optional)
Benefits
- Retention commission: $2,000 – $10,000+
- New business commission: $4,000 – $10,000+
- Medical, dental, and vision coverage
- 401(k) with company participation
- Employer-paid group life insurance
- Paid time off and holidays
- Gym membership reimbursement
- Employee referral bonus program
- Remote role based in Paramus, NJ
Company Overview