Customer Service Representative - Aligned Insurance Agency
Company: Lyons HR, LLC
Location: Jacksonville
Posted on: February 17, 2026
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Job Description:
Job Description Job Description Position Title: Customer Service
Representative Reports to: Customer Service Manager Mission
Statement: Our mission is to protect the assets of our clients
through thoughtful risk analysis and informed coverage
recommendations. We provide accurate and immediate service to build
trustworthy and long-lasting relationships with clients, carriers,
and coworkers. Protection is our purpose. Aligned Insurance is a
leading multiline, multi-carrier insurance agency specializing in
comprehensive business and commercial coverage. Our mission is to
provide tailored insurance solutions that meet the unique needs of
our clients while delivering exceptional service and expertise. We
are committed to fostering a dynamic and supportive work
environment where our team members can thrive and grow. Position
Overview: We are seeking a dedicated and detail-oriented Customer
Service Representative to join our team. In this role, you will be
the primary point of contact for our clients, providing exceptional
service and support throughout their insurance experience. You will
handle inquiries, resolve issues, and ensure that our clients
receive timely and accurate information regarding their insurance
policies. Key Responsibilities: Client Interaction: Serve as the
primary contact for client inquiries via phone, email, and other
communication channels. Address and resolve client questions and
concerns related to their insurance policies, coverage options, and
billing. Provide clear and accurate information about policy
details, claims procedures, and account status. Policy Management:
Assist clients with policy changes, including updates to coverage,
personal information, and billing details. Process policy
endorsements, renewals, and cancellations in a timely and accurate
manner. Coordinate with insurance carriers to ensure that client
requests are handled efficiently. Claims Support: Guide clients
through the claims process, including filing claims and providing
necessary documentation. Follow up on claims status and provide
clients with updates and resolutions. Work with claims adjusters
and underwriters to facilitate prompt resolution of claims issues.
Administrative Duties: Maintain accurate and up-to-date records of
client interactions and transactions. Prepare and process
correspondence, documentation, and reports as needed. Ensure
compliance with company policies and regulatory requirements in all
client interactions. Customer Service Excellence: Demonstrate a
high level of professionalism and empathy in all client
interactions. Resolve client complaints and issues in a
constructive manner, aiming for positive outcomes. Continuously
seek opportunities to improve the customer service experience and
contribute to team success. Team Collaboration: Collaborate with
other team members and departments to ensure a seamless client
experience. Participate in team meetings and training sessions to
stay informed about company updates and industry changes. Provide
feedback and suggestions for improving processes and customer
service practices. Qualifications: Previous experience in a
customer service role, preferably within the insurance industry.
Strong understanding of insurance products, policies, and
terminology is a plus. Excellent communication skills, both verbal
and written, with the ability to convey information clearly and
professionally. Strong problem-solving skills and the ability to
handle complex inquiries with patience and empathy. Proficiency in
Microsoft Office Suite and experience with CRM software. High level
of attention to detail and accuracy in handling client information
and transactions. Ability to work effectively both independently
and as part of a team in a fast-paced environment. Education and
Certifications: High school diploma or equivalent required;
Associate's or Bachelor’s degree in Business, Communications, or
related field preferred. Insurance licenses or certifications are a
plus but not required; training will be provided. A successful
candidate will be required to obtain licensure to remain employed.
What We Offer: Competitive salary and performance-based incentives.
Comprehensive benefits package, including health, dental, and
retirement plans. Opportunities for professional development and
career advancement. A supportive and collaborative work environment
with a focus on employee well-being and success. How to Apply:
Interested candidates should submit their resume and a cover letter
outlining their relevant experience and qualifications to Tripp
Asbridge, Customer Service Manager, at
tasbridge@alignedinsuranceagency.com. Please include "Customer
Service Representative Application - [Your Name]" in the subject
line. Candidates selected for an interview will be required to
complete an aptitude assessment prior to an interview being
scheduled. Aligned Insurance is an equal-opportunity employer. We
celebrate diversity and are committed to creating an inclusive
environment for all employees. This is an in-person position.
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Keywords: Lyons HR, LLC, Hoover , Customer Service Representative - Aligned Insurance Agency, Customer Service & Call Center , Jacksonville, Alabama
