Agency Customer Service Advocate

Position Summary

The primary responsibility of this role is to interact with customers and prospects via
phone and email. This position involves making and answering phone calls, explaining
insurance coverages to customers, making appropriate policy changes, and assisting
the agency owner with obtaining information from new prospects looking for insurance

Essential Duties & Responsibilities

  • Speak to customers on the phone and via email to process policy changes such
    as vehicle and coverage changes, mortgage company updates, billing questions
    and adding/removing drivers.
  • Communicate with mortgage companies and lienholders/banks to get them
    proper documentation.
  • Follow up with customers on requests that come from insurance carriers.
  • Speak to prospects on the phone to gather necessary information for insurance
    quotes, establishing friendly rapport.
  • Data entry of prospect information into an insurance company quoting system.
  • Provide guidance to customers at the time of an accident/claim.
  • Assist agency owner with other tasks such as ordering supplies, scheduling
    meetings, and other administrative tasks that arise.


  • High School diploma or GED.
  • Previous customer service experience in the financial services industry is
  • Ability to obtain state Property & Casualty insurance licensing.
  • Proficiency in Google Workspace (email, docs, sheets, etc) necessary.
  • Ability to work efficiently and in many cases, multi-task during busy moments of
    the day.
  • Must have a servant’s heart in order to maintain the reputation of the agency as
    the best insurance agency in the area.

About Bigoski Insurance Agency

The Bigoski Insurance Agency opened in 2010 by Tom Bigoski. The agency primarily
represents the Erie Insurance Group, a multiple time JD Power award winner. Bigoski
Agency has been named Best of Haymarket/Gainesville 10 times as well as Best of
Prince Wiliam County 2 times. We are proud of the fact that our customers have given
us over 250 5-star reviews across Google, Facebook and Yelp. We have grown the
agency through friendly, genuine customer service that has led to over 75% of our new
customers coming to us through a customer referral.

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