Customer Service Representative

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in. 

No prior experience is necessary

Apply for the position today by completing the form and completing the assessment.

Any benefits you could potentially offer such as:

• paid vacation 
• dental, vision, life & health insurance 
• paid time off 
• retirement plan 
• growth opportunity 
• another area to discuss their play plan as well

Health Insurance

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Weekends Off

Holidays Off

Team Building Activities

Hands On Training

Performance Bonuses

Office Snacks & Coffee

• Process customer policy change requests.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Schedule appointments for sales staff to meet prospective customers.
• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
• Solicits for new business via telephone, networking, and other lead sources.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Secure all Trailing Documents 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.
• 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.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service.
• Claims follow up calls.
• Cold call, direct email and perform other lead generation activities.
• Informs customers of promotions and new or upgraded products using prepared scripts.
• Schedule appointments for sales staff to meet prospective customers.
• Provides on-going support to insurance clients as needed.
• Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
• Provide customers with additional information about new products and services.

• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Great Customer Service Skills.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.