Customer Service Representative

Reposted 9 Days Ago
Nashville, TN
In-Office
40K-60K Annually
Mid level
Insurance
Southwestern Insurance Group is changing the way you think about insurance
The Role
Manage client relations and support sales. Ensure excellent customer service through effective communication and administration tasks, while promoting insurance products.
Summary Generated by Built In

Join a High-Energy, Client-Centric Team!

We are a fast-growing personal lines insurance agency that has been making a significant impact across Tennessee over the past five years. Our team thrives on ambition, teamwork, and a strong dedication to both personal and professional growth. Operating in a vibrant, high-energy office, we embrace every new day as an opportunity for success. Guided by our motto, "Your attitude, not your aptitude, determines your altitude," we approach challenges with confidence and a growth mindset.

If you’re seeking a role where your efforts are valued, your achievements celebrated, and your potential for growth is limitless—this is the place for you. We reward hard work, foster personal development, and ensure your contributions make a difference.

 

About the Role:

We are looking for a Customer Service Representative to play a pivotal role in our daily operations. In this position, you’ll oversee client relations, handle policy processes, and support our sales team.

You’ll be the first point of contact for clients, ensuring their needs are met with urgency and care.

If you’re organized, customer-focused, and ready to thrive in a fast-paced environment, this role is your chance to shine!

 

What You’ll Do:

  • Manage client relations, claims, policy changes, and billing issues with exceptional care.
  • Prepare and deliver important documents to clients and mortgage companies.
  • Provide outstanding customer service by promptly responding to inquiries via phone, email, and text.
  • Support the client onboarding process to create positive experiences and improve retention.
  • Interact with clients to manage accounts and resolve challenges effectively.
  • Assist the sales team with administrative tasks and maintain CRM accuracy.
  • Actively promote and sell insurance products using consultative sales techniques.
  • Analyze and meet established client retention rates by contacting clients during renewals.
  • Meet or exceed individual KPIs consistently.
  • Perform other duties as assigned to support our mission of excellent service.
     

Who We’re Looking For:

  • At least 3 years of property and casualty insurance experience.
  • Property and Casualty License required.
  • High School diploma or equivalent required; Bachelor’s degree preferred.
  • Proficiency in CRM tools and the Microsoft Office Suite.
  • Excellent organizational skills with a proven ability to manage multiple tasks.
  • Exceptional communication and interpersonal skills to build strong client relationships.
  • A detail-oriented, problem-solving mindset with high standards of professionalism.
  • Self-motivated and enthusiastic with a strong work ethic.
  • Able to thrive in a collaborative team environment and maintain a positive attitude under pressure.
  • Comfortable working in a fast-paced setting with a strong sense of urgency.
     

Why Join Us:

  • Competitive compensation and bonus opportunities.
  • Comprehensive benefits, including 401(k), health insurance, dental, vision, and life insurance.
  • Flexible paid time off and 10 company paid holidays
  • A team-driven culture focused on success and professional growth.
  • Ongoing training, professional development, and support to help you grow in your career

Top Skills

Crm Tools
Microsoft Office Suite
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Nashville, TN
25 Employees
Year Founded: 2018

What We Do

We are more than just an insurance agency.
Southwestern Insurance Group was founded on the idea that insurance can be more than just an afterthought, but rather an important part of your life. That’s why we bring you personalized service and quality coverage options so we can work to exceed your highest expectations. We’re here to be your trusted insurance advisors so you can live your life knowing you have the protection and peace of mind you need to carry on. And, most importantly, we want to build a meaningful relationship with you, your family, and your business in the work that we do.

We do things differently here.
Insurance isn’t just another box to check, it’s so much more than that. It’s what allows you to achieve your goals and dreams, protecting what matters most to you so you can live life and be all you can be. The unexpected could happen at any time, so having insurance can save you time, hassle, and protect your finances as well.

We put your needs front and center.
We specialize in providing financial safety nets that evolve with our clients as life changes. We help you find the right fit for your needs. It’s essential to have an agency who will protect what you value most. By performing annual policy reviews and building personal relationships with clients, our insurance agents make understanding coverages, navigating the claims process, and adjusting policies quick and easy.

Why Work With Us

At Southwestern Insurance Group, our goal is to build a meaningful relationship with you and your family through the work that we do, supporting you through life as your needs continuously evolve.

Gallery

Gallery

Similar Jobs

In-Office
Tullahoma, TN, USA
509 Employees
In-Office
Knoxville, TN, USA
509 Employees
500-500 Annually
In-Office
Kingsport, TN, USA
509 Employees
In-Office
Fayetteville, TN, USA
509 Employees
50K-50K Annually

Similar Companies Hiring

Spark Advisors Thumbnail
Software • Sales • Other • Insurance • Healthtech
New York, NY
110 Employees
New York Life Insurance Company Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Cloud • Big Data Analytics • Artificial Intelligence
New York, NY
34623 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account