Trucking Insurance Customer Service Representative

Job Location:

Meridian, ID 83642,USA

Job Category:

Insurance Sales

Job Type:


Job Description

Mustard Financial & Insurance Inc. is looking for a Trucking Insurance Customer Service Representative.  This is a client facing position primarily focused on managing existing trucking client business accounts and facilitating renewals.  This position requires previous trucking insurance experience, excellent verbal and written skills, great attention to detail/organization and a great attitude in working closely with clients, insurance carriers, producers and teammates.

Salary: $40,000.00 - $50,000.00 per year


  • Competitive Compensation
    • Base salary plus bonus opportunities
  • Health and Dental Insurance after probationary period
  • Paid Time Off
  • Retirement Plan after probationary period
  • A great company culture that values hard work, team building and family


  • Bind coverage with required documents/forms and payments
  • Manage all activities and workload in agency management system (AMS360)
  • Review policies for accuracy
  • Communicate regularly and directly with clients and underwriters
  • Send out forms to clients that need to be reviewed and then collect payment
  • Assist clients with requests for Certificates of Insurance
  • Handle claim calls from clients, and then report claims to the appropriate carrier
  • Follow up with clients via email and phone
  • Answer incoming calls from clients with general policy questions
  • Process payments from clients
  • Assist with quoting activities


  • 3+ years of previous trucking/commercial auto insurance customer service experience
  • Insurance sales experience a plus
  • Current P&C license 
  • Knowledge of software applications:  MS Outlook, MS Excel, MS Word, MS PowerPoint and AMS360 preferred
  • Willingness and ability to travel outside the office for client meetings as needed (not frequently)
  • Excellent communication skills (verbal and written)

Apply Here

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About Mustard Seed Financial & Insurance

Mustard Seed Financial & Insurance is a thriving independent insurance agency headquartered in one of the best places to live in the United States, Meridian, Idaho. We professionally represent dozens of premier insurance carriers recognized for great value, service and client satisfaction in the U.S. At Mustard Seed, we work for our clients and are not beholden to any one insurance company. Everyone knows that individuals and businesses are unique, and so are their insurance needs. We work hard to bring each client the policy and coverage they need for their specific risk profile. You could say we are a one-stop shop offering auto, home, life, health, commercial and bonds. At Mustard Seed, our clients don’t fit into a single box, rather, we design policies that give them the ultimate coverage at the best price and provide personalized, professional service that keeps them coming back to us for years.

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