Customer Service Agent, P&C lic. required within first year

Full-Time | Hybrid-Remote

About Alternative Balance

Alternative Balance is a professional membership organization supporting wellness, beauty, fitness, and alternative health professionals nationwide. We provide specialized insurance programs, business resources, and support to help our members protect and grow their businesses.

We’re a values-driven, women & family-owned company that believes excellent service comes from clarity, integrity, and people who genuinely care. Our team is collaborative, detail-oriented, and deeply invested in delivering a 5-star member experience.

About the Role

We’re seeking a Customer Service Agent who is genuinely excited to help people, communicates clearly, and takes pride in accuracy and follow-through.

In this role, you’ll support members through phone, email, and chat, assist with account updates and renewals, and prepare insurance-related documentation. You’ll be an important part of ensuring our members feel confident, supported, and well taken care of.

This role requires either an active New Hampshire Property & Casualty (P&C) insurance license or a willingness to obtain licensure within the first year of employment.

What You’ll Do

Member Communication & Support

Answer incoming phone calls, emails, and chats
Provide clear, accurate guidance on membership details, coverage-related questions, and account needs
Troubleshoot issues efficiently and escalate complex situations when needed
Maintain a calm, professional, and supportive tone in all interactions

Renewals & Retention

Complete renewal reminder outreach
Answer member questions during the renewal process and encourage timely renewals

Insurance Documentation

Create and process insurance documentation
Ensure all documentation is accurate, consistent, and delivered on time

Account Management & Quality Control

Update and maintain member accounts with strong attention to detail
Keep accurate records of member interactions and account changes

Team Support

Build working knowledge of policy wording requirements and coverage boundariesAssist with training new team members as needed

What We’re Looking For

Required

2+ years customer service experience (phone, email, and chat)
Strong verbal and written communication skills
Ability to multitask, prioritize, and manage time effectively
Comfortable navigating software systems and learning new tools
Patient, empathetic, and member-focused mindset
Reliable, punctual, and team-oriented
Active NH Property & Casualty insurance license OR willingness to obtain licensure prior to first anniversary date

Preferred

Experience in insurance or membership-based organizations
Familiarity with CRM systems
Confidence explaining policy-related information clearly and accurately

Why You’ll Like Working Here

Supportive, friendly, and collaborative team
Clear expectations and well-defined processes
Meaningful work helping small business owners feel protected and supported
Opportunities to build insurance and professional service expertise

Compensation

$20-$22/hr if not NH P&C licensed (increase when licensed within 1 year)
$24-$26/hr if NH P&C licensed

Schedule & Benefits

Full-time, 40 hours per week, 9am-5pm
Paid sick and vacation time
IRA contributions
Profit-sharing
Hybrid work environment (office and remote balance)
Company paid lunches while in the Henniker office.
Supportive and friendly team, organized management and owners who reciprocate strong ethics and integrity.

Job Type: Full-time

Pay: $20.00 - $26.00 per hour

Benefits:

Paid time off

Application Question(s):

Do you have at least 2 years of customer service experience (phone, email, or chat)?

Are you able to work a consistent, scheduled shift with dependable attendance? Mon-Fri 9-5.
Are you able to commute to our Henniker, NH office once a month?

Are you legally authorized to work in the United States?

Due to our small size, we currently do not offer health or dental insurance. Most employees purchase on their own or through their spouses. Are you ok with this?
Are you currently P&C licensed or would you be willing to complete licensure within 12 months of your hire date?

Are you willing to undergo a background check? This may include a driving record check.

Work Location: Hybrid remote in Henniker, NH 03242

Alternative Balance jobs

Customer Service Agent-Full-time|Hybrid-Remote