Customer Service Representative

Job Description

Bridge Norena & Associates Insurance Agency, Inc. is a niche insurance agency nestled in the heart of Calabasas, California, committed to providing exceptional service and tailored insurance solutions to the California educational industry since 1965. Our team is passionate about helping people protect what matters most, and we foster a warm, supportive environment where everyone can thrive. We are looking for a bright, energetic Customer Service Representative to join our close-knit team. In this role, you'll support staff and speak directly with clients, offering a friendly voice and helpful guidance. You'll play a key role in ensuring our clients feel valued and well cared for, managing their inquiries with professionalism and care. If you're someone who enjoys making a positive impact and contributing to a team that truly cares, we invite you to explore this opportunity with us!

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Vision Insurance

Hands on Training

Mon-Fri Schedule

Appreciation Lunches

Reimbursement of continuing education

Health Insurance

Answer incoming calls and direct them to the appropriate team member.

Assist clients with policy inquiries and general information.

Process policy changes and endorsements accurately.

Handle customer requests and resolve issues in a friendly, efficient manner.

Maintain client records and update information in the agency management system.

Provide general administrative support to the team as needed.

Support staff and clients with workers' compensation audits.

Create acord applications and update renewal applications when needed.

Collect underwriting materials from the client, as requested by the insurance carrier.

• Licensed CA property and casualty agent.
• High school diploma or equivalent required.
• Previous customer service experience preferred.
• Excellent communication and interpersonal skills.
• Proficiency in basic computer applications and office software.
• Ability to manage multiple tasks and prioritize effectively.
• A positive and helpful attitude.
• Experience working with the Applied Systems Agency Manager (TAM).
• Familiarity with Microsoft Office
• Minimum