Assistant Insurance Customer Service Representative

Position Summary: 

At Citizens Alliance Agency, we believe in protecting what matters most—with heart, hustle, and a hometown smile. As an independent agency deeply embedded in the communities we serve, we offer a dynamic, people-first culture where hard work is celebrated and every voice counts.

We’re looking for an Assistant Insurance Customer Service Representative to join our team and support our Insurance CSRs in delivering exceptional customer care and operational excellence. This is a fantastic opportunity to gain hands-on experience in the insurance industry and grow your career with a trusted, community-driven agency.

The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.

Essential Functions: 

To perform this job successfully, an individual must be able to perform each Essential Function and Skill satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

1. Customer service duties such as answering phones, greeting walk-ins, and routing client inquiries.

2. Managing basic policy servicing tasks—data entry, filing, and scanning documents.

3. Preparing paperwork for policy changes, billing, and claim processing.

4. Maintaining accurate records of client interactions in our system.

5. Participating in agency and community events as needed.

6. Providing backup support during peak times or staff absences.

7. Taking initiative on office organization and operational needs.

8. Communication skills, written and verbal.                      

9. Consistent attendance and physical presence in the Agency is required.

10. All employees are expected to exemplify and follow our core values.

11. Regular attendance and punctuality when reporting to work.
12. Travel for trade and industry schools and seminars as needed.

                    13. This position may require installation of a Multi-Factor Authentication (MFA) app on an employee’s personal mobile device. THE MFA apps are used to authenticate a user’s identity to the system for security purposes.

                 14. Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Insurance policies and procedures.

                   15. Perform other duties as assigned and requested.

Core Values: 

Humility - We are relatable, down-to-earth people who greet our smallest customer the same way we greet our largest.

Respectful, Genuine Care for Others - We care about each other, we care about our customers, and we care about our communities.

Finds A Way - This simply put, is nothing more than attitude. It’s a can-do spirit, a desire to help, to contribute, to go above and beyond, and to make a difference.

Initiative – Notice a need and fill it.

Accountability – When an employee says they will do something, they follow through and get it done.

Education and Experience:

Required - High School diploma, GED, Associates degree in related discipline, Etc.

Required – 1 year of customer service or clerical experience (especially in banking, insurance, or retail). 

Required - Continuing Education to maintain job knowledge and expertise.

Required - Attention to detail for account accuracy.

Preferred - Proficiency in Microsoft Office Suite.

The employer has the right to revise this position description at any time. The position description is not a contract for employment.

 Citizens Alliance Bank and Agency are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual preference or orientation, gender identity, gender expression, national origin, disability, veteran status and all other protected classes.