Licensed Insurance Customer Service Representative (CSR 1) - Barkley Advisors

Must possess a Washington State Property & Casualty License

Are you looking to grow? So are we!

The Barkley Team in Bellingham, Washington, is looking for an enthusiastic, people-driven person who is eager to learn. This is an opportunity to join our team as a Full-Time Licensed Insurance Customer Service Representative and in this role you will provide exceptional customer service to our clients, and support our team by addressing insurance-related questions, concerns, and requests. Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. Our team has been recognized for their top-notch service and are looking for someone who has the skills to deliver an amazing experience while always ensuring our clients have the coverage they need.

This is an opportunity for those want to find a fit in the financial services and insurance industry with career paths to fit your "working genius" and "ideal traits". We're ready to invest and if you are looking to join a team that cares about both our clients and you, apply today!

Salary Range: $22.00 - $25.00 per year

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

Successful CSRs:

• Provide exceptional customer service and support.
• Communicate in a timely and consistent manner.
• Under promise and over deliver.

Typical tasks include:

• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Answer incoming phone calls on the first ring.
• Process customer policy change requests.
• Complete Evidence of Insurance requests.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Assess and identify the wants and needs of your customer(s) over the phone.
• Process customer renewals.

Successful CSRs

• Possess a genuine willingness to learn, resourceful and coachable.
• Be a great self-starter with a sense of urgency.
• Prioritize follow-thru and follow-up, especially when multi-tasking.
• Excellent Communication/interpersonal skills.
• Professional phone etiquette.
• Great customer service skills.