Insurance Customer Service Representative Trainee at Poms & Associates Insurance Brokers LLC

Logan, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

18.5

Posted On

21 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Building, Client-Focused Communication, Attention To Detail, Accuracy, Organizational Skills, Multitasking, Time Management, Team Orientation, Problem Solving, Accountability, Processing, Follow-Up, Client Experience Support, Policy Checking, Information Maintenance

Industry

Insurance

Description

Description Title: Insurance Customer Service Representative Trainee As a Customer Service Representative within the Commercial Lines Processing Support Team, you will be part of a group focused on delivering exceptional service. You will collaborate closely with team members to ensure accurate processing, timely follow-up, and consistent, high-quality support. You’ll also support Account Managers in delivering a seamless client experience and helping retain commercial accounts Essential Functions & Responsibilities Contribute proactively to team inbox work and daily task workflow. Ensure timely completion of all assigned items. Issue Certificates of Insurance and Evidence of Property forms promptly. Process driver and vehicle additions, deletions, changes, and Auto ID Cards. Review endorsements for accuracy and alignment with AMS requests. Process incoming carrier documents received via email, mail, and carrier portals. Download, upload, and process policies, quotes, and proposals for policy checking. Maintain and update insured information in the Agency Management System. Maintain professional relationships with team members, clients, and carriers. Adhere to agency procedures and Errors & Omissions guidelines. Perform additional duties and projects as assigned. Required Skills & Attributes Strong relationship-building and a proactive, client-focused communication style. High attention to detail and accuracy in a fast-paced environment. Excellent organizational, multitasking, and time-management skills. Team-oriented, solutions-focused approach with strong problem-solving ability. Ability to work independently with accountability and minimal supervision. Education & Experience High school diploma or GED required; college degree preferred. Prior customer service experience preferred. Property & Casualty license preferred or willingness to obtain within 60 days of hire. Proficiency with Microsoft Office; experience with AMS systems is a plus. Work Schedule & Environment This is a full-time, in-office role. You must be able to work on-site in the Logan, Utah office 5 days per week. Compensation Hourly Rate: $17.00–$18.50/hr (DOE) This role includes a comprehensive benefits package, licensing support, skill development opportunities, and a defined growth path within the commercial lines service team, ensuring overall competitiveness in the Utah market. Career Growth & Development Our structured development path is designed to help team members build technical skills and advance into higher-level service and account management roles: Entry Level: CSR Trainee ~60 days CSR I ? CSR III ~ 6–9 months in each role Junior Account Manager ? Account Manager ~ 1-2 years in each role Throughout your progression, you will have access to: Mentorship and hands-on training Increasingly complex responsibilities Support for earning professional designations (e.g., CISR, CIC) Cross-functional development opportunities Benefits Medical, dental, and vision insurance FSA (traditional & dependent care) Supplemental insurance options (STD, LTD, Life/AD&D, LTC) 401(k) with Safe Harbor employer contribution PTO, floating holidays, sick leave, and paid holidays Paid leave programs (jury duty, parental, volunteer, disability) Employee Assistance Program & discount programs Designation course reimbursement

Responsibilities

The representative will contribute to team inbox work, process daily tasks like issuing Certificates of Insurance and managing driver/vehicle changes, and review endorsements for accuracy. They will also handle incoming carrier documents and process policies, quotes, and proposals within the Agency Management System.