Customer Service Representative - Primary Location

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Salary Range: $40000.00 - $55000.00 per year

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Hands on Training

Mon-Fri Schedule

Evenings Off

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Maintain client relationships with follow up phone calls.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Be a fantastic presenter.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Excellent Spelling and Grammar skills.
• Works well with other employees and is a team player with a positive attitude.
• Be able to obtain or currently possess a Property & Casualty insurance license.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Ability to obtain or possess an active Life & Health Insurance license.
• Display leadership competencies, including ability to delegate, engage, and inspire others.
• Ability to tactfully handle stressful and difficult situations.