Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position as a Customer Service Representative. You 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: $45,000.00 - $60,000.00 per year

Benefits

Health Insurance

Paid Holidays

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Weekends Off

Responsibilities

• Develop insurance quotes.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Maintain knowledge of new products.
• Generating insurance quotes.
• Provide exceptional customer service.
• Maintain client relationships with follow up phone calls.
• 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.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

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.
• Must have ability to multi-task.
• Must be highly self-motivated.
• Professional phone etiquette.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Property & Casualty insurance license is required.
• Life, Health & Disability insurance license is required.