Customer Service Representative

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. 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.

Paid Holidays

Life Insurance

IRA after 1 year of service

Provide customers with additional information about new products and services.

Process customer policy change requests.

Take premium payments from customers.

Ask each customer for referrals and explain our referral program.

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.

Provides on-going support to insurance clients as needed.

Bilingual (Spanish and English)

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

Be a great self-starter with a sense of urgency.

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

No insurance experience required but must be willing to learn