Insurance Agency Support Specialist

3 weeks ago


San Marcos, California, United States Schaub Insurance Agency, Inc. Full time

Schaub Insurance Agency, Inc. is a leading independent insurance agency with a strong commitment to customer satisfaction. We are seeking a highly motivated and detail-oriented individual to join our team as a Customer Service Representative.


As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our clients. This includes handling new business requests, processing service requests, reviewing quotes and policies for accuracy, and performing general clerical duties.


Key Responsibilities

• Handle new business requests and process service requests for personal lines

• Review quotes, policies, and endorsements for accuracy

• Perform general clerical duties and administrative tasks as needed

• May assign commercial lines tasks based on skill level

• May perform networking and meetings as needed


Preferred Qualifications

• 2-4 years of experience in the insurance industry

• Strong customer service skills and a background in customer-facing roles

• Excellent written communication skills and attention to detail

• Ability to work independently and as part of a team

• Valid property-casualty insurance license

• Hourly pay plus bonuses




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