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 M-F from 11a-7p. 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 not required but would be a greater benefit relating to customers in the beginning for this position.

Salary: $15.00 per hour

Benefits

We offer benefits with some employer paid benefits 30 days following the first of the month.  

• medical
• dental
• Allstate Accident plan
• Paid Vacation Days
• Commission opportunties

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.

• Answer incoming phone calls on the first ring.

• Return all phone messages promptly.

• Provide exceptional customer service.

• Maintain client relationships with follow up phone calls.

• Maintains inventory of office supplies and forms - places orders weekly.

• Claims follow up calls.

• Informs customers of promotions and new or upgraded products using prepared scripts

• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems

• Schedule appointments for sales staff to meet prospective customers

• 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

• Provide customers with additional information about new products and services

• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe

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.

• Confident, self-starter who works well independently.

• Must have ability to multi-task.

• A property & casualty license is preferred but will train good individual.

• Professional phone etiquette.

• Great Customer Service Skills.

• Works well with other employees and is a team player with a positive attitude.

• Be able to obtain or currently possess a property & casualty insurance license

• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe

• Strong communication skills, both oral and written

• Ability to tactfully handle stressful and difficult situations