Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. Our agency is an Inner Circle Elite agency 3 out of the last 4 years. 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: $28,000.00 - $40,000.00 per year

Benefits

Health Insurance

Paid Holidays

Base Salary with Commissions 

Bonus Opportunities

Dental Insurance

Vision Insurance

Weekends Off

401K Plan

Career Development & Growth

Hands On Training

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.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Provide exceptional customer service.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Requirements

• 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.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Driven and goal-oriented individual.
• Be capable of handling customer rejection.
• Strong communication and negotiation skills.
• Bilingual, fluent in both English and Spanish is beneficial.