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.

Benefits

Health, dental, vision group plan offered

Responsibilities

• Process customer policy change requests.

• 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.

Requirements

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

• Possess an upbeat, positive and enthusiastic attitude.

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

• Excellent Communication/interpersonal skills.

• Must have ability to multi-task.

• Strong communication skills, both oral and written

• Be equipped with great listening and closing skills