Job Description

Our office is rapidly growing and we are looking to hire 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 and knowledge is required as it  would be a greater benefit relating to customers for this position.

**All who apply will be emailed a link to an online assessment. You MUST complete the assessment to be considered further for this position.**

Responsibilities

• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Ask each customer for referrals and explain our referral program.
• Generating insurance quotes.
• Be outstanding at relationship building.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Provides on-going support to insurance clients as needed.
• Responds to all inquiries, cancellation requests, and sales requests within specified time frame.
• Process customer policy change requests.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• 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.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Provide exceptional customer service.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Confident, self-starter who works well independently.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Currently possess or obtain a Property & Casualty insurance license within 45 days.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• 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.
• Create relationships from a cold start.
• 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