Insurance Customer Service Representative (CSR) with Path to Sales Representative - The Beaumont Insurance Agency

Join The Beaumont Insurance Agency, a well-established insurance provider committed to delivering exceptional service to our clients in Boynton Beach, Florida. As one of the leading agencies in the region, we take pride in our ability to work closely with our customers to address their insurance needs and create personalized solutions that truly benefit them.

In this role as an Insurance Customer Service Representative (CSR) with a clear path to becoming a Sales Representative, you will be at the forefront of our customer interactions, providing support, guidance, and assistance to ensure our clients feel secure and valued. Your role is pivotal in maintaining strong relationships and ensuring exceptional service delivery.

If you're enthusiastic about the insurance industry, dedicated to assisting others, and eager to grow into a sales position within a supportive team environment, The Beaumont Insurance Agency is the perfect place for you. Take the first step towards a rewarding career with us!

Salary Range: $40000.00 - $80000.00 per year

Commission Only

Paid Time Off (PTO)

Health Insurance

Hands on Training

Retirement Plan

Career Growth Opportunities

Mon-Fri Schedule

Responsibilities

Client Support: Assist customers with policy inquiries, changes, and claim submissions, ensuring their needs are met promptly and professionally.Inbound Communications: Manage incoming calls and emails, addressing customer queries, resolving issues, and providing accurate information.Documentation: Maintain precise records of client interactions, transactions, and policy details using our internal systems.Sales Assistance: Support the sales team by providing quotes, processing applications, and following up on leads.Customer Education: Educate clients on insurance options, coverage details, and policy benefits to help them make informed decisions.Team Collaboration: Work closely with colleagues to deliver seamless service, share insights, and contribute to a positive work environment.

Insurance Knowledge: A basic understanding of insurance products, services, and industry practices.

Customer Service Experience: Previous experience in a client-facing role, preferably in insurance or a related field.

Communication Skills: Excellent verbal and written communication skills with the ability to explain complex information clearly.

Team Player: Strong collaborative skills with a willingness to work together to achieve common goals.

Detail-Oriented: Ability to manage multiple tasks with precision and accuracy in a fast-paced environment.

Professionalism: Maintain a positive and helpful attitude when interacting with clients and colleagues.