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.

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Hands on Training

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• 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.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Prospecting and generating new businessthrough leads & referral sources.
• Generating insurance quotes.
• Provideexceptional customer service.
• Be outstanding at relationship building.

• 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.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.