Insight Global · 4 days ago
Insurance Sales Representative
Insight Global is one of the largest insurance agencies in Portland, OR seeking a detail-oriented and customer-focused Insurance Customer Service Representative (CSR) to support their clients and sales team. This role is responsible for servicing existing accounts, handling policy changes, and ensuring client satisfaction while maintaining compliance with agency and carrier guidelines.
Responsibilities
Service existing insurance accounts by processing policy changes, endorsements, renewals, and cancellations
Cross sell clients
Respond to client inquiries via phone, email, and in person in a professional and timely manner
Issue certificates of insurance, ID cards, and policy documents
Review policies for accuracy, coverage, and compliance with carrier guidelines
Assist clients with billing questions and payment processing
Support claims reporting and follow up as needed
Qualification
Required
Active Property and Causality license in the state of OR
Previous CSR experience
Company
Insight Global
Insight Global provides top talent and staffing solutions that help job seekers find careers in healthcare, finance, IT, and government.
Funding
Current Stage
Late StageTotal Funding
unknown2010-07-01Acquired
Recent News
Maryland Daily Record
2025-09-26
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