Job Description

The Receptionist / Customer Service Representative position will involve answering multiple phone lines, providing customer service to agency customers, receiving and processing insurance payments for existing customers, drafting letters & reports, and other additional clerical duties as directed by the agent or associates.  Our office is rapidly growing and we are looking to train the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible to provide exceptional customer service to our current clients and new prospects when they call in for assistance.

Salary: $10.00 - $15.00 per hour

Responsibilities

• Process customer policy change requests.

• Secure all Trailing Documents from customers.

• Handle all incoming claim calls from customers.

• Complete Evidence of Insurance requests.

• 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.

• Answer incoming phone calls on the first ring.

• Return all phone messages promptly.

• Provide exceptional customer service.

• Be outstanding at relationship building.

• Maintain client relationships with follow up phone calls.

• Maintains inventory of office supplies and forms - places orders weekly.

• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty

• Provides on-going support to insurance clients as needed

• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

• Possess an upbeat, positive and enthusiastic attitude.

• Create relationships from a cold start.

• Be a fantastic presenter.

• Proficiency to multi-task, follow-thru and follow-up.

• Excellent Communication/interpersonal skills.

• Must have ability to multi-task.

• A property & casualty license is preferred but will train good individual.

• Must be awesome at opening doors and getting appointments from a cold start.

• Must be highly self-motivated.

• Professional phone etiquette.

• Career minded vision.

• Follow through and exceed current and prospective client expectations.

• Excellent Spelling and Grammar skills.

• Exceptional Business Writing and Editing Skills.

• Great Customer Service Skills.

• Problem-Solving Capabilities.

• Be able to obtain or currently possess a property & casualty insurance license

• Strong work ethic and leadership skills