Associate Customer Service Representative Jobs in Novato, CA

Job Title: (Hybrid) Associate Customer Service Representative

Location: 1561 S Novato Blvd. Ste B Novato, CA 94947
Employment Type: Full-Time

About Us:
Defensive Insurance Services is a family-owned and client-focused insurance agency dedicated to providing tailored insurance solutions to individuals and families. With a commitment to earning our clients’ trust, guiding them to make informed decisions, and defending their future, we strive to build lasting relationships with our clients. We take pride in enhancing and protecting our local communities and have been a trusted insurance business since 1965.

We are seeking an Associate Customer Service Representative to join our team. If you have a passion for helping people, excellent communication skills, and are eager to develop your knowledge in the insurance industry, we’d love to hear from you!!

Responsibilities:

• Assist other Agents and Customer Service Reps in maintaining a portfolio of personal and commercial lines insurance accounts, ensuring outstanding client satisfaction.
• Answer incoming calls and provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring timely follow-up.
• Assist other Agents and Customer Service Reps by processing policy changes, endorsements, renewals, and cancellations accurately and efficiently.
• Assess client needs and provide recommendations to other Agents and Customer Service Reps for appropriate coverage options to protect the client’s assets.
• Collaborate with insurance carriers to obtain quotes, negotiate terms, and secure competitive coverage options.
• Identify and inform other Agents and Customer Service Reps about opportunities to cross-sell or up-sell additional insurance products to existing clients.
• Ensure compliance with industry regulations and company policies.
• Maintain detailed and organized records in the agency management system.

Qualifications:

• Proven experience in insurance, account management, or a related field.
• Active California Property & Casualty Insurance License is required.
• Strong interpersonal and communication skills, both written and verbal.
• Detail-oriented with excellent organizational and time-management abilities.
• Proficient in insurance agency management systems and common office software (e.g., MS Office).
• A proactive and customer-centric approach to problem-solving.

Benefits:

• Competitive salary with the flexibility to work from home some days.
• Comprehensive benefits package, including health and 401k with 401k matching.
• Uncapped commissions, with paid time off
• Ongoing training and professional development opportunities.
• Supportive and inclusive work environment.

Why Join Us?
At Defensive Insurance Services, we value our employees as much as we value our clients because they are not just a part of the team. They are a part of our family. Our business is growing! As an independent agency representing multiple industry-leading insurance companies, we are well-positioned to help businesses and families in California and across the U.S.
Located in a county with the sixth-highest income per capita in the U.S., we are grateful for stable clientele and opportunities that have helped us succeed for six decades. We offer substantial opportunities for growth, a collaborative work culture, a flexible work environment, and the chance to make a real and meaningful impact on our clients’ lives.

How to Apply:
If you’re ready to bring your expertise and dedication to our team, please submit your resume and a brief cover letter through Zip Recruiter. We look forward to hearing from you!

We celebrate diversity and are committed to creating an inclusive environment for all employees.

Defensive Insurance Services is a family-owned and client-focused insurance agency dedicated to providing tailored insurance solutions to individuals and families. With a commitment to earning our clients’ trust, guiding them to make informed decisions, and defending their future, we strive to build lasting relationships with our clients. We take pride in enhancing and protecting our local communities and have been a trusted insurance business since 1965.