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Agent Vista logoAgent Vista

Licensed Customer Service Representative - Insurance Agency

Merrimac, Massachusetts, United States · On-site

$27/hr–$30/hr

Mid level

Role Overview We're looking for a flexible, detail-oriented team player to join us as a part-time Customer Service Representative, working 25 hours per week in our office. You'll be the friendly, knowledgeable point of c…

Skills: Customer Service, Insurance Licensing, RMV Transactions, Agency Management Systems, Policy Management

Agent Vista logo

Licensed Customer Service Representative - Insurance Agency

Agent Vista

Merrimac, Massachusetts, United States • On-site

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Mid level

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  • $27/hr–$30/hr
  • Part-time
  • Flexible Part-time Schedule, Collaborative Work Environment
  • Posted 10d ago
  • ~25 hrs/week

Responsibilities

Manage day-to-day insurance service tasks including payments, claims, and policy questions using an AI-powered platform. Process RMV transactions and maintain accurate client records to ensure smooth workflow and customer satisfaction.

Requirements

Requires an active insurance producer license and 3-5 years of experience within an insurance agency. Candidates must be familiar with RMV processes and agency management systems while demonstrating strong attention to detail.

Full job description

Role Overview

We're looking for a flexible, detail-oriented team player to join us as a part-time Customer Service Representative, working 25 hours per week in our office. You'll be the friendly, knowledgeable point of contact for our clients; helping them with their everyday insurance needs, from payments and policy questions to claims support. This is a great opportunity for someone who pays attention to detail, can work independently, and wants room to grow.

What You'll Do

  • Use our AI-powered agent platform to manage day-to-day service tasks efficiently
  • Speak with clients about their insurance needs, including payments, claims, and policy information
  • Process Registry of Motor Vehicles (RMV) transactions on behalf of our insureds
  • Respond to client questions and requests promptly, accurately, and with a service-first attitude
  • Maintain accurate records and ensure policy details are entered correctly the first time
  • Support agents and fellow team members to keep our workflow smooth and our clients happy

What You Bring

  • An active insurance producer license
  • 3-5 Years prior experience in an insurance agency
  • Familiarity with Registry of Motor Vehicles (RMV) processes
  • Experience working with an agency management system
  • Strong attention to detail and a commitment to getting things right
  • Ability to work independently and manage your own tasks with minimal oversight
  • A friendly, professional phone manner and genuine care for customer service
  • A collaborative, team-first mindset-happy to jump in and help each other out
  • Reliability and flexibility within a 25-hour-per-week, in-person schedule (day shift)
  • Comfort learning new software and tools (we are willing to train the right person)

What Makes You Stand Out

  • A licensed agent looking for a flexible, part-time opportunity
  • A positive, can-do attitude that adds to a happy, long-tenured team
  • Good communicator. Ability to speak clearly on the phone with people
  • Attention to detail
  • Be able to listen to people and understand their concerns. Respond promptly and with empathy.
  • A person who would welcome learning from others.

We Offer

  • Competitive hourly pay ($27.00–$30.00, based on experience and licensure)
  • Flexible, part-time schedule (25 hours per week)
  • A happy, positive, and collaborative in-person work environment
  • A long-tenured, experienced team committed to helping each other succeed

If you're detail-oriented, enjoy helping people, and want to grow your career alongside a supportive team—you'll fit right in.

Related keywords

Insurance Producer LicenseRMVAgency Management SystemInsurance AgencyCustomer ServiceClaims SupportPolicy AdministrationAI Agent PlatformInsurance Industry

About Agent Vista

LinkedInVisit site

Partnering with insurance agency owners to elevate the customer experience through the use of modern technology.

Industry
Insurance Agencies and Brokerages
Company size
2-10 employees
Headquarters
Framingham, Massachusetts
LinkedIn followers
323

Partnering with independent insurance agency owners to meaningfully elevate the customer experience through the use of modern technology.

Offices: 111 Speen St, Framingham, Massachusetts 01701, US

View all jobs at Agent Vista

About Agent Vista

LinkedInVisit site

Partnering with insurance agency owners to elevate the customer experience through the use of modern technology.

Industry
Insurance Agencies and Brokerages
Company size
2-10 employees
Headquarters
Framingham, Massachusetts
LinkedIn followers
323

Partnering with independent insurance agency owners to meaningfully elevate the customer experience through the use of modern technology.

Offices: 111 Speen St, Framingham, Massachusetts 01701, US

View all jobs at Agent Vista

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