Company Detail

Job Openings

• D

  Customer Service Representative  

  Dott Leavitt Insurance Services

  full_time - 15136

  Posted: 23/03/2026

  Apply Now

  Job DescriptionJob DescriptionSales and Service Agents serve as essent... Read More

  Job DescriptionJob Description

  Sales and Service Agents serve as essential members of our personal lines service and sales team. In this role, you will manage all inbound personal lines sales and service calls, providing exceptional support and guidance to our customers. Responsibilities include quoting and writing new business, cross-selling products, marketing, processing policy changes, answering billing inquiries, accepting payments, verifying insurance, and addressing a wide range of personal lines insurance needs.

  
  Benefits

  Annual Base Salary Based on Experience

  Paid Time Off (PTO)

  Health Insurance

  Dental Insurance

  Vision Insurance

  Life Insurance

  Disability Insurance

  Parental Leave

  Hands on Training

  Mon-Fri Schedule

  Career Growth Opportunities

  Retirement Plan

  Weekly Team Meetings

  Appreciation Lunches

  Work-life Balance

  Paid Holidays

  Business Casual Attire

  Casual Fridays

  Incentive Contests

  Commission Opportunities

  Local Community Involvement

  Collaborative Work Environment

  Wellness Programs

  Paid Training and Continuing Education

  
  Responsibilities
  Deliver professional, knowledgeable assistance to customers regarding personal lines service requests.Assess the full scope of customer service requests, including impacts to related policies or coverages as well as cross-selling opportunities.Identify coverage gaps during routine interactions and educate customers on risk-mitigation options.Document all customer interactions and maintain accurate, up-to-date records and files.Manage timely follow-up on outstanding items and verify completed transactions with customers.Use available technology effectively to complete daily tasks and service requests.Support the service team, manager, and other colleagues with tasks aligned to the responsibilities above.Some service work on commercial policies may be needed at times, involving policy changes, ID cards, payments, etc.
  Requirements
  

  Property & Casualty license preferred, or willingness to obtain within 90 days (cost and training provided by agency)

  Customer Service experience required.

  Strong verbal and written communication skills.

  High attention to detail with the ability to adhere to compliance standards and document conversations.

  Experience working with Microsoft office 365.

  Empathy and Problem solving skills.

  CRM experience preferred.

  Read Less

  Apply Now
• D

  Licensed Customer Service Representative  

  Dott Leavitt Insurance Services

  full_time - 15136

  Posted: 23/03/2026

  Apply Now

  Job DescriptionJob DescriptionSales and Service Agents serve as essent... Read More

  Job DescriptionJob Description

  Sales and Service Agents serve as essential members of our personal lines service and sales team. In this role, you will manage all inbound personal lines sales and service calls, providing exceptional support and guidance to our customers. Responsibilities include quoting and writing new business, cross-selling products, marketing, processing policy changes, answering billing inquiries, accepting payments, verifying insurance, and addressing a wide range of personal lines insurance needs.

  
  Benefits

  Annual Base Salary + Commission

  Paid Time Off (PTO)

  Health Insurance

  Dental Insurance

  Vision Insurance

  Life Insurance

  Disability Insurance

  Parental Leave

  Hands on Training

  Mon-Fri Schedule

  Career Growth Opportunities

  Retirement Plan

  Weekly Team Meetings

  Appreciation Lunches

  Home/Worklife balance

  Paid Holidays

  Business Casual Attire

  Casual Fridays

  Incentive contests

  Commission Opportunites

  Local Community Involvement

  Collaborative Work Environment

  Wellness Programs

  Paid Training and Continuing Education

  
  Responsibilities
  Deliver professional, knowledgeable assistance to customers regarding personal lines service requests.Market and secure new personal lines business, including proactive cross-selling opportunities.Identify coverage gaps during routine interactions and educate customers on risk-mitigation options.Document all customer interactions and maintain accurate, up-to-date records and files.Use available technology effectively to complete daily tasks and service requests.Apply understanding of personal lines products, carrier guidelines, and agency procedures to support customer needs.Support the service team, manager, and other colleagues with tasks aligned to the responsibilities above.Some service work on commercial policies may be needed at times, involving policy changes, ID cards, payments, etc.
  Requirements
  Property & Casualty license required.Customer Service experience required.Strong verbal and written communication skills.Professional phone etiquette.High attention to detail with the ability to adhere to compliance standards and document conversations.Experience working with Microsoft office 365.Empathy and Problem solving skills. CRM experience preferred. Upselling and Cross Selling skills. Read Less

  Apply Now

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