The Brandy Jackson Agency

3+ years Insurance Specialist (Commercial and Personal Lines)

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: TYPE OF WORK

Full Time

: SALARY

Let's discuss!

: HOURS PER WEEK

40

: DATE UPDATED

Oct 7, 2026

JOB OVERVIEW

About Us
The Brandy Jackson Agency is a growing insurance agency dedicated to providing exceptional customer service and personalized insurance solutions. We are looking for a highly organized, detail-oriented, and customer-focused Insurance Customer Service Representative (CSR) / Servicing Agent to join our team.

Position Overview
As a Servicing Agent, you will be responsible for assisting clients with their insurance needs, processing policy changes, handling inbound and outbound calls, and ensuring excellent customer service throughout the customer lifecycle.

Key Responsibilities
Prepare and compare insurance quotes across multiple commercial line carriers
Handle inbound and outbound phone calls
Assist with renewals, endorsements, and policy changes
Follow up on leads, quotes, and renewal opportunities
Maintain accurate client records and documentation within the management system
Provide timely, professional customer service
Support agents with administrative and sales-related tasks

Qualifications
Minimum 3+ years of experience as an Insurance VA or in an insurance office setting
Strong knowledge of commercial lines insurance
Excellent English communication skills, written and verbal
Comfortable making and receiving calls
Familiarity with insurance management systems (e.g., EZLynx, AMS360, or similar)
Organized, detail-oriented, and proactive
Able to work independently and manage multiple tasks efficiently
Experience working with US-based insurance agencies

How to Apply
Along with your resume, please submit your resume and a short video (no more than 10 minutes) introducing yourself and answering the following questions to ---------- Tell us about your experience in the commercial insurance field — what roles have you held, and what carriers or lines have you worked with?
2. What insurance management systems have you used, and how comfortable are you with them?
3. Can you walk us through how you typically prepare and compare a commercial insurance quote?
4. Describe a time you handled a difficult client or a challenging policy servicing issue. How did you resolve it?
5. What does excellent customer service mean to you in the context of insurance support?

SKILL REQUIREMENT

Commercial Real Estate Insurance Home Insurance

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The Brandy Jackson Agency

3+ years Insurance Specialist (Commercial and Personal Lines)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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