Customer Service Agent
Remote – Willing to work in Mountain Time Zone | Monday–Friday, 8:00 AM – 5:00 PM
Full-time | $50,000–$55,000/year DOE
Are you looking for a rewarding role with long-term growth potential? Leavitt Group is hiring a Customer Service Agent to join our team. This is a remote position for candidates in the Mountain Time Zone and offers the opportunity to be part of a nationally recognized organization that values service, teamwork, and professional development.
Position Overview
In this role, you will work closely with Account Managers to support our clients and carriers by managing day-to-day service tasks, processing renewals, and responding to policy-related inquiries. You will play a key role in maintaining client satisfaction and ensuring timely and accurate handling of insurance documents and communications.
Essential Duties & Responsibilities
Monitor and process emails in agency inboxes; route renewal items to the correct Account Manager
Respond to client inquiries regarding policy changes and other service needs
Process or route certificate of insurance (COI) requests
Support the Account Manager during marketing and quoting stages
Assist clients in filing and updating insurance claims
Prepare and process renewal certificates and associated documentation
Record all client interactions and update agency management system files accordingly
Follow established procedures for correspondence, binders, cancellations, ID cards, and internal tasks
Provide phone support, documenting all conversations and ensuring accurate client records
Serve as a backup on client calls when the Account Manager is unavailable
Participate in team meetings, carrier webinars, and continuing education classes
Prioritize and manage workflow to ensure timely task completion
Maintain strong relationships with clients, carriers, vendors, and colleagues
Stay informed on industry updates, carrier products, and company procedures
Collaborate effectively with others using professional communication and a team-oriented approach
Perform additional duties as assigned
Qualifications
High School diploma or GED required
Active Property & Casualty Insurance License required
Previous customer service experience in insurance preferred
Strong written and verbal communication skills
Dependable, detail-oriented, and organized
Comfortable working in a fast-paced, remote environment
Proficient with Microsoft Office tools (Outlook, Word, Excel, Teams, Zoom)
Ability to multitask, manage time efficiently, and follow through on tasks
Experience handling difficult customer interactions with professionalism
Working knowledge of insurance products, rating, and underwriting
Strong initiative and problem-solving abilities
Ability to read and interpret insurance forms and calculate figures like percentages and commissions
Remote Work Requirements
Ergonomic desk and chair setup, desk must accommodate 2 monitors + phone (provided by Leavitt)
Quiet, distraction-free workspace (no background noise from children, pets, etc.)
Wired high-speed internet connection (50 Mbps upload/download or higher)
Compensation & Benefits
Salary: $50,000–$55,000/year, depending on experience
401(k) with employer match
Medical, dental, vision, life insurance, HSA/FSA
Paid time off (vacation and sick leave)
Wellness program with HSA incentive contributions
Recognition and rewards programs
Opportunities for career advancement and professional development
About Leavitt Group
As one of the largest privately-held insurance brokerages in the nation, Leavitt Group has over 275 locations across 27 states. We specialize in both personal and commercial lines, partnering with top insurance carriers to deliver outstanding service and value. Our agency teams are known for their local expertise, supported by the strength and stability of a national brand.
Apply Today!
We're looking for motivated, customer-focused professionals who want to make a meaningful impact while growing in their careers. Local candidates within the Mountain Time Zone are strongly encouraged to apply.
#LI-AH1