Insurance Customer Service Representative
Kasey Osman InsuranceKasey Osman Insurance
Insurance Customer Service Representative - Remote
Job Overview
This is a fully remote position.
Kasey Osman Insurance is a growth-minded agency committed to providing exceptional service and building lasting relationships with our clients. We believe great customer service goes beyond answering questions—it means taking ownership, anticipating client needs, solving problems, and making sure every interaction adds value. We're looking for a motivated, dependable, and detail-oriented Insurance Customer Service Representative who takes pride in their work, thrives in a fast-paced environment, and is committed to delivering an outstanding client experience. This in-office opportunity in Melbourne, Florida, is ideal for someone who enjoys helping others, takes initiative, adapts to changing priorities, and wants to grow with a team that values accountability, collaboration, and continuous improvement.
Salary Range: $45,000.00 - $80,000.00 per year
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Parental Leave
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Working Equipment Provided
Work from Home
Requirements
- An active Property & Casualty license is required before starting work in this role. Unlicensed candidates may be considered for an alternative position with a pathway into a licensed service role after obtaining their license.
- Strong customer service skills and a genuine desire to help people.
- Excellent communication and interpersonal skills, with the ability to handle challenging conversations professionally.
- Strong attention to detail and the ability to manage sensitive client and policy information accurately.
- Dependable, accountable, and self-motivated, with the ability to work independently and take initiative without constant direction.
- Ability to manage a high volume of work, prioritize competing responsibilities, and adapt to changing demands.
- Comfortable identifying client needs and recognizing opportunities to recommend additional products or coverage.
- Coachable and receptive to feedback, with a willingness to learn, improve, and take ownership of results.
- Reliable high-speed internet and proficiency with, or willingness to learn, CRM and office software.
- General computer proficiency, with the ability to navigate software, troubleshoot common technical issues independently, and adapt to new technology and systems.
- Must be at least 18 years old and legally authorized to work in the United States.
- Reliable attendance and punctuality, with availability Monday–Friday, 8:30 AM–5:30 PM Eastern Time.
Preferred Qualifications
- Previous experience in insurance customer service, particularly Property & Casualty.
- Familiarity with insurance agency management systems, CRM platforms, and standard office software.
- Experience handling high call volumes, managing client accounts, and resolving customer concerns.
- Previous experience with policy reviews, cross-selling, or identifying additional client needs.
Responsibilities
- Handle a high volume of inbound calls, emails, and in-person client interactions while maintaining a professional, helpful, and solutions-focused approach.
- Take ownership of client requests from start to finish, ensuring questions are answered, issues are resolved, and follow-up is completed.
- Assist policyholders with policy changes, billing questions, coverage inquiries, renewals, and general account servicing.
- Proactively identify opportunities to help clients through policy reviews, coverage discussions, cross-selling, and additional service recommendations.
- Educate clients on their insurance coverage, explain available options and limitations, and help them make informed decisions.
- Process policy changes, endorsements, applications, and other service transactions accurately and efficiently.
- Recognize potential problems, investigate discrepancies, and take initiative to find solutions before issues escalate.
- Maintain accurate client records, document interactions, and complete follow-up tasks promptly in agency systems.
- Manage competing priorities, organize daily responsibilities, and consistently meet individual and team performance expectations.
- Accept coaching, apply feedback, and take accountability for personal performance and continued development.
- Collaborate with teammates, communicate effectively, and contribute to a positive, supportive, and accountable work environment.
Kasey Osman Insurance is a locally owned and operated Allstate Insurance Agency located in West Melbourne, Fl. Our goal is to provide a unique experience through the highest standards of service with the goal of exceeding client.
Why Join Us
"Insurance Is What We Do – People Are Why We Do It"
At Kasey Osman Insurance, our goal is simple: deliver top-tier protection with unbeatable customer service — all while creating a team environment where people feel valued and supported.
We’re proud to be one of the largest Allstate agencies in Brevard County, but we never forget that real success comes from how we treat our clients — and each other.
We believe in doing things the right way, not the easy way. There are no shortcuts to building trust, loyalty, or lasting growth — and that starts with every person on our team.