Personal Lines Insurance Customer Service Representative

Welcome to Dave Terpening Insurance Agency, where excellence is our standard. With a legacy of top brokerage awards and a dedication to serving high-end clients, we pride ourselves on being a boutique-type agency. Our core values guide everything we do, ensuring exceptional service and client satisfaction.

Join our team as a Personal Lines Insurance Customer Service Representative at Dave Terpening Insurance Agency. In this role, you'll have the opportunity to work in a dynamic and supportive environment, serving our high-end clientele. With a focus on providing exceptional customer service and utilizing your insurance expertise, you'll play a crucial role in maintaining client satisfaction and contributing to our agency's success.

At Dave Terpening Insurance Agency, we offer more than just a jobwe offer a rewarding career opportunity with excellent benefits and opportunities for advancement. If you're looking to join a dynamic team in a supportive environment and serve high-end clients, then we want to hear from you. Apply now and become part of our legacy of excellence in insurance services!

Hourly Base Salary Based on Experience

Licensing Assistance

Paid Time Off (PTO)

Paid Holidays

Advancement Opportunities

Continuing Education Opportunities

Professional Work Environment

Referral Bonus

Group Health Plan

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
• Issue Insurance Documentation (COI, etc.)
• Answering incoming phone calls and scheduling appointments.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
• Process renewals based on client updates and plans and current market conditions.

• Property and Casualty License required. A license is not required to apply. We will reimburse for licensing.
• Must have 2 years in a professional services environment (banking, real estate, accounting, insurance, law firm, etc.)
• We are seeking individuals with a naturally outgoing and personable demeanor, capable of building positive relationships with clients and contributing to a warm and welcoming office atmosphere.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service.
• Act as a dedicated team player, fostering collaboration and supporting colleagues in delivering excellent service to clients.
• Set ambitious renewal and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients.
• Computer Skills - MS Word, Excel, Outlook
• Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.