Insurance Customer Service Representative

Handle incoming service inquiries via phone and email regarding billing schedules, loss reports, payment updates, and account maintenance. Identify sales opportunities and transfer them to licensed professionals for quotes and binding. Manage post-bind documentation by collecting signed applications, photos, and underwriting requirements, while flagging upcoming policy renewals and organizing rate data. Navigate Salesforce case queues and carrier portals to track pending policies and resolve administrative tasks. Maintain meticulous records within the CRM to ensure accurate data for the sales team. This unlicensed role serves as the operational backbone of the Rivian Agency, allowing licensed advisors to focus on high-level consultation.