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Customer Service Representative

Confidential ClientFinancial Services
Entry LevelFull-timeOn-Site$24,334
Maine
16 Hours Ago

The Customer Service Representative at Confidential Client is an entry-level, full-time on-site role focused on delivering exceptional client service and support within the insurance industry. The position involves managing client inquiries, billing transactions, data entry, and general office duties, with a pathway to becoming a licensed insurance agent. This role requires strong communication skills, a customer-focused attitude, and a commitment to professional growth in a community-oriented environment.

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Description

About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.


About the Role

Confidential Client in the Accounting & Finance industry is hiring an Entry‑Level Customer Service Representative to join their on‑site team in Maine (ME). This role is a full‑time, in‑office position focused on delivering outstanding client service, supporting general agency operations, and preparing toward an insurance license and a career as a licensed insurance agent.


What You’ll Do

  • Provide friendly, professional service that exceeds client expectations.
  • Answer incoming phone calls and greet walk‑in clients; direct or assist clients as needed.
  • Handle client billing inquiries and complete billing transactions accurately.
  • Maintain agency files and perform accurate data entry.
  • Provide general office support across departments to keep daily operations running smoothly.
  • Proactively take on new responsibilities and participate in training toward insurance licensing.

What We’re Looking For

  • High school diploma or equivalent (Bachelor’s in business, finance, or related field preferred).
  • Experience in a customer service role delivering high‑quality service.
  • Willingness to obtain a state insurance license upon hiring (or already licensed).
  • Strong interpersonal and communication skills.
  • Comfortable with basic sales processes and client‑focused conversations.
  • Proficiency with computers and eagerness to learn agency systems.
  • Ability to manage multiple tasks in a fast‑paced environment.
  • Dependable availability for a 40‑hour on‑site work week and punctual attendance.
  • Positive, professional demeanor and genuine desire to help people.

Compensation & Benefits

  • Pay range: $19.00 – $21.00 per hour.
  • Paid Time Off (PTO)
  • 401(k) and 401(k) matching
  • Health insurance
  • Vision insurance
  • Life insurance and Long Term Disability
  • Cancer care insurance
  • Bonus potential based on performance
  • Average 11 paid holidays

Why Join

This is an ideal entry point for someone who wants to build a long‑term career in insurance and financial services. You’ll receive hands‑on experience, training toward licensure, and the chance to grow into a licensed agent role while serving your local community.


Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.

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