Captive Customer Service

Job Description

Customer Service Representative Captive Insurance Agency


Our office is growing, and we are looking for a full-time Customer Service Representative/sales able to provide exceptional customer service to our current clients and new prospects. Salary + Bonus Must have Georgia property and casualty / Life licensing is a plus but not required

- Process customer policy change requests.
- Secure Trailing Documents from customers.
- Handle incoming claim calls from customers.
- Complete Evidence of Insurance requests.
- Develop new sales opportunities.
- Immediately greet all customers, entering the office, in a friendly and helpful manner.
- Take premium payments from customers.
-Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems
- Schedule appointments for sales staff to meet prospective customers

Job Requirements:
- Possess a property & casualty/ Life insurance license  plus but not required
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Create relationships from a cold start.
- Proficiency to multi-task, follow-thru and follow-up.
- Professional phone etiquette.
- Follow through and exceed current and prospective client expectations.
- Great Customer Service Skills.
- Problem-Solving Capabilities.
- Works well with other employees and is a team player with a positive attitude.

This Company Describes Its Culture as:

  • Detail-oriented -- quality and precision-focused
  • Stable -- traditional, stable, strong processes
  • People-oriented -- supportive and fairness-focused
  • Team-oriented -- cooperative and collaborative


Compensation:  Salary, monthly commission, annual bonus

Communication method(s) used:

  • Email/Text


  • 8 Hour Shift
  • Monday to Friday

Work Location: In office and remote available

  • Job Type: Full-time


Compensation and Benefits Structure

Each position will be the same and different, about compensation.  In the captive environment, I have provided below, a general guideline.  You and I will work tether with the agency owner to achieve a win/win solution. 


Customer Service Representative (cross selling Only) you sell to current insureds

General Salary Range:         $15.00 /20.00 per hour

General Commission range:  4 to 12%   

Salaries/commission are paid monthly.   If the Agency meets goals monthly, they will pay additional commission to incentivize you. 


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