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Insurance Customer Service Representative

Financial Insurance Group Boise, ID
  • Expired: over a month ago. Applications are no longer accepted.
Job Description


Our Mission:

To exceed client expectations while building lifelong relationships with a genuine commitment to providing quality service and education to alleviate exposure and guide clients to financial security and peace of mind.  


Job Description: 

Diligently assisting a high volume Insurance agent, by working to anticipate, understand and serve any current or prospective client’s needs.


Job responsibilities: 

  • Answering phones, greeting customers, with proficeint customer service.

  • Sell insurance policies

  • Use accounting or bookkeeping software

  • Use computers to enter, access or retrieve data

  • Use marketing techniques

  • Use word processing or desktop publishing software

  • Determine customer needs

  • Call on policyholders to deliver and explain policies, suggest additions or changes to policies, and/or advantages and disadvantages of various policies. 

  • Confer with clients to obtain and provide information when claims are made on a policy.

  • Contact underwriter and submit forms to obtain coverage, and ensure the policy requirements are fulfilled.

  • Monitor insurance claims to ensure they are settled quickly by both the client and the insurer.

  • Perform administrative tasks, such as maintaining records and handling policy renewals.




    • High school diploma required


    • Exceptional Administrative skills are needed.

    • At least one year of previous work experience in Insurance. 

    • Strong computer skills with experience in automated systems required. 

    • Currently licensed in Property/Casualty Insurance


Personal requirements: 

  • Requires an individual with strong organizational ability who manages time and priorities well. 

  • Ability to be precise, accurate and assertive. 

  • Must communicate effectively, both verbally and in writing. 

  • Possess the ability to exercise critical thinking, problem solving and judgment. 

  • Must work well independently and as a member of the Insurance team. 

  • Must maintain strict confidentiality at all times, both in and out of the workplace.

Financial Insurance Group


6206 N Discovery Way Ste 102 Boise
Boise, ID
83713 USA