Customer Service Representative

Presidio Insurance Solutions Thousand Oaks , CA 91358

Posted 3 months ago


Presidio Insurance Solutions is an Independent Insurance Brokerage founded in 2002. Our firm focuses solely on providing the healthcare professionals with comprehensive insurance products and personal service. Medical Professional Liability Insurance is our specialty but we also offer a complete suite of insurance products including Workers Compensation, Commercial General Liability, EPL, Errors and Omissions etc. for all healthcare professionals.


Presidio Insurance Solutions is looking for a self motivated and friendly Customer Service Representative. This individual will maintain client accounts and customer relationships.

It is important the individual understands that high quality customer service is the top priority of Presidio Insurance Solutions. Will need to be capable of multitasking with administrative duties when necessary. Must be comfortable working in a team environment.


Represent the agency in a professional manner by greeting and assisting clients and the public both on the telephone and in person with courtesy and consideration.
Managing & servicing a book of accounts on behalf of specified producers
Data entry
Reviewing policy details, billing history and processing change requests via phone, fax or online.
Problem solving & answering billing questions, Issuing Certificates of Insurance
Receive personalized training and ongoing feedback to ensure success


A minimum of 1 year of customer service or office experience
High School Diploma or equivalent
Skill in Microsoft Outlook, Word, Excel, Powerpoint and nternet Knowledge of basic personal computers skills (salesforce a +)
Excellent oral and written communications skills
Ability to work in a team environment and be a self starter
Excellent organizational skills, prioritizing tasks anticipating needs
Observe and train with experienced Customer Service Representatives and Account Managers
Property/casualty license (recommended but not required)


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Customer Service Representative

Presidio Insurance Solutions