Job Description

Job Description

Job Description

Do you have a Property & Casualty License and Applied EPIC experience?

Pleasanton Valley Insurance has been a trusted name in the industry since 1992. As a family-owned agency with access to a cluster that writes over $5 billion in premiums annually, we bring unmatched influence and resources to our clients and team. We pride ourselves on integrity, professionalism, and a collaborative culture where work ethic and positivity drive success. We work hard, laugh often, and enjoy a strong sense of camaraderie both in and out of the office.

Were looking for a skilled Remote Insurance Customer Service Representative to join our experienced team. In this role, youll deliver exceptional support to clients, manage renewals and claims, and work closely with carriers and brokers.

• Earnings: $65,000 to $80,000 (base + bonuses)
• Schedule: Monday through Friday, no evenings or weekends
• Health insurance (Kaiser, limited vision)
• 401(k) after one year with company contribution
• Profit sharing
• Remote work flexibility or hybrid if local
• Fun, team-based culture with regular staff events

If you're ready to bring your expertise to a people-first agency that values teamwork, growth, and fun, apply today!

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Health Insurance

Life Insurance

Disability Insurance

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Weekends Off

• Handle client renewals, policy changes, invoicing, and claims review
• Respond to daily emails, calls, and service requests
• Maintain accurate documentation and correspondence in Applied EPIC
• Interact professionally with clients, brokers, and insurance carriers
• Support teammates and contribute to continuous process improvement

• Experience with Applied EPIC management system required
• Active Property & Casualty insurance license required
• Prior insurance customer service experience
• Excellent written and verbal communication skills
• Strong organizational skills and attention to detail

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