Customer Relationship Specialist

Agent Advantage Recruiting
Birmingham, AL

We are seeking a customer-focused and detail-oriented Customer Service Representative  to join our growing insurance team. This individual will play a key role in supporting clients, maintaining strong relationships, and delivering exceptional service throughout the customer experience.

If you enjoy helping people, thrive in a fast-paced environment, and are looking for a long-term career opportunity within the insurance industry, we would love to connect with you.

Responsibilities

  • Provide exceptional customer service to clients via phone, email, and in-person interactions
  • Assist clients with policy questions, billing inquiries, coverage explanations, and account updates
  • Process policy changes, endorsements, renewals, and documentation requests
  • Support agents with administrative tasks and client follow-up
  • Maintain accurate customer records and documentation in agency systems
  • Resolve client concerns professionally and efficiently
  • Follow up with clients to ensure satisfaction and retention
  • Stay informed on agency products, procedures, and insurance guidelines

Qualifications

  • Previous customer service experience preferred (insurance experience is a plus)
  • Strong communication and interpersonal skills
  • Ability to multitask and manage priorities in a fast-paced environment
  • Detail-oriented with strong organizational skills
  • Proficiency with Microsoft Office and agency management systems preferred
  • Positive attitude with a customer-first mindset
  • Insurance license preferred but not required (training available depending on agency)

What We Offer

  • Competitive compensation
  • Career growth opportunities within the insurance industry
  • Supportive team environment
  • Ongoing training and development
  • Benefits package available
Posted 2026-07-02

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