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.

Insurance industry or agency experience (Allstate preferred) and knowledge is required. 

Responsibilities

• Process customer policy change requests.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Ask each customer for referrals and explain our referral program.
• Be outstanding at relationship building.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• A property & casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Strong work ethic and leadership skills

Bilingual, fluent in both English and Spanish is beneficial.