Customer Service Representative
Job Description
At The Liberty Company, we believe work should feel meaningful, supportive, and energizing. We’re redefining what it means to build a career in insurance by putting people, purpose, and possibility at the center of everything we do. If you’re looking for a place where collaboration is genuine, growth is encouraged, and your work truly matters, you may have just found your JOB—your Joy of Being. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.
We’re searching for an exceptional Customer Service Representative for our Personal Lines clients to join our growing team in our Rocklin, CA office. This position can be remote or hybrid. If you’re a great culture fit and this role sounds like your next step, we’d love to hear from you!
Position Summary:
The Personal Lines Customer Service Representative is responsible for handling servicing tasks for existing accounts and quoting tasks for new accounts. This individual will talk to clients about their policies and process changes as needed. This role requires a strong ability to communicate and multi-task to offer our clients the highest level of customer service.
Essential Duties and Responsibilities:
- Bind coverage with required documents/forms and payments
- Manage all activities and workload in agency management system
- Review policies for accuracy
- Communicate regularly and directly with clients and underwriters
- Send out forms to clients that need to be reviewed and then collect payment
- Assist clients with requests for Certificates of Insurance
- Handle claim calls from clients, and then report claims to the appropriate carrier
- Follow up with clients and adjusters during claims process
- Answer incoming calls from clients with general policy questions
- Process payments from clients
- Assist with quoting activities
Minimum Requirements:
- Experience specifically working in Personal Insurance, preferably in an Independent Insurance Agency
- Outstanding verbal and written communication skills
- Experience using programs within Microsoft Office
- Strong organization skills
- Professional demeanor and appearance
- Friendly and out-going
- Significant ability to multi-task detailed and complex work
- Strong tendency to always exceed others' expectations
Promoting Peace of Mind for All
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role