Insurance and Financial Services Customer Service Rep

3 weeks ago

Omaha, United States Ian McShane Farm Bureau Insurance Full time
Job DescriptionJob Description

We are seeking a proactive and customer-oriented Insurance Customer Service Representative to join our team. In this role, you will be responsible for calling potential customers to finalize insurance quotes and providing exceptional assistance to our current policyholders. You will play a crucial role in ensuring customer satisfaction and fostering long-term relationships with clients.

If you are passionate about providing outstanding customer service and helping individuals protect what matters most to them, we encourage you to apply for this rewarding opportunity. Join our team and become an integral part of our commitment to delivering peace of mind through comprehensive insurance solutions.


Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Evenings Off


Responsibilities

Call Prospective Customers: Reach out to potential clients who have requested insurance quotes through various channels such as website inquiries, referrals, and marketing campaigns. Engage in meaningful conversations to understand their insurance needs and finalize insurance quotes tailored to their requirements.

Provide Product Information: Educate customers about our insurance products, coverage options, terms, and conditions. Address any inquiries or concerns they may have regarding insurance policies and assist them in making informed decisions.

Assist Current Customers: Serve as the primary point of contact for our existing policyholders. Respond promptly to customer inquiries, policy changes, billing issues, and claims assistance. Strive to exceed customer expectations by delivering personalized and efficient service.

Follow-Up and Relationship Management: Maintain regular communication with both prospective and current customers to build rapport and trust. Conduct follow-up calls to ensure customer satisfaction, address any issues, and explore opportunities for cross-selling or upselling additional insurance products.

Document and Update Records: Accurately record customer interactions, inquiries, and transactions in our database or CRM system. Keep customer records updated with relevant information such as policy changes, contact details, and preferences.

Collaborate with Team Members: Work closely with other team members, including insurance agents, underwriters, and claims processors, to coordinate customer service efforts and streamline processes. Share insights and feedback to continuously improve our service quality and efficiency.


Requirements
  • Customer Service Skills: Proven experience in a customer service or sales role, preferably within the insurance industry. Excellent communication skills, both verbal and written, with the ability to actively listen and empathize with customers.
  • Insurance Knowledge: Basic understanding of insurance products, policies, and procedures. Familiarity with different types of insurance coverage such as auto, home, life, and health insurance is preferred.
  • Organizational Skills: Strong attention to detail and ability to manage multiple tasks efficiently in a fast-paced environment. Proficiency in using CRM software or similar tools to maintain accurate records and track customer interactions.
  • Problem-Solving Abilities: Resourceful and proactive in resolving customer issues and addressing their concerns effectively. Ability to think critically and find practical solutions to meet customer needs.
  • Sales Aptitude: Comfortable with making outbound calls to prospective customers and promoting insurance products. A goal-oriented mindset with a focus on achieving sales targets and delivering exceptional customer service.
  • Educational Qualifications: Must hold or be able to obtain Property/Casualty Insurance license.

  • Insurance and Financial Services Sales Rep

    3 weeks ago

    Omaha, United States Ian McShane Farm Bureau Insurance Full time

    Job DescriptionJob DescriptionOur insurance and financial services agency is looking for a confident and highly motivated individual that's interested in a great sales opportunity. Great earnings with future long term career advancement available. As an Insurance Sales Representative you will make calls and follow up with referrals to generate...

  • Insurance and Financial Services Sales Rep

    3 weeks ago

    Omaha, United States Ian McShane Farm Bureau Insurance Full time

    Job DescriptionJob DescriptionOur insurance and financial services agency is looking for a confident and highly motivated individual that's interested in a great sales opportunity. Great earnings with future long term career advancement available. As an Insurance Sales Representative you will make calls and follow up with referrals to generate...

  • Customer Service Rep

    1 month ago

    Omaha, United States OrthoNebraska Clinic Full time

    ** Customer Service Rep - Patient Financial Services Dept.** **Job Category****:** Accounting **Requisition Number****:** CUSTO01226 Showing 1 location **Job Details** **Description** **Position** Full-Time **Shift** Days **FTE/Hours** 1.0 FTE/ 40 hours **Schedule** Monday Friday; 8:00am 4:30pm **What you would do in this role:** * Responsible for taking...

  • Customer Service Rep

    4 weeks ago

    Omaha, United States OrthoNebraska Clinic Full time

    ** Customer Service Rep - Patient Financial Services Dept.** **Job Category****:** Accounting **Requisition Number****:** CUSTO01226 Showing 1 location **Job Details** **Description** **Position** Full-Time **Shift** Days **FTE/Hours** 1.0 FTE/ 40 hours **Schedule** Monday Friday; 8:00am 4:30pm **What you would do in this role:** * Responsible for taking...

  • Customer Service Rep

    1 month ago

    Omaha, United States OrthoNebraska Clinic Full time

    ** Customer Service Rep - Patient Financial Services Dept. - Full-Time** **Job Category****:** Accounting **Requisition Number****:** CUSTO01226 Showing 1 location **Job Details** **Description** **Position** Full-Time **Shift** Days **FTE/Hours** 1.0 FTE/ 40 hours **Schedule** Monday Friday; 8:00am 4:30pm **What you would do in this role:** * Responsible...

  • Customer Service Rep

    4 weeks ago

    Omaha, United States OrthoNebraska Clinic Full time

    ** Customer Service Rep - Patient Financial Services Dept. - Full-Time** **Job Category****:** Accounting **Requisition Number****:** CUSTO01226 Showing 1 location **Job Details** **Description** **Position** Full-Time **Shift** Days **FTE/Hours** 1.0 FTE/ 40 hours **Schedule** Monday Friday; 8:00am 4:30pm **What you would do in this role:** * Responsible...

  • Insurance Customer Service Representative

    4 weeks ago

    Omaha, United States Edwin Bonner Insurance Agency Full time

    Job DescriptionJob DescriptionJoin the Edwin Bonner Insurance Agency, a leading provider of insurance solutions in Omaha, Nebraska. We are currently seeking a dedicated and customer-focused Insurance Customer Service Representative to join our team. In this role, you will be the primary point of contact for our valued clients, providing exceptional service...

  • Customer Service Representative

    1 month ago

    Omaha, United States Jay M Bergmeier Insurance Agency Inc State Farm Full time

    Job DescriptionJob DescriptionWe are seeking a Property Casualty Customer Service Rep to join our team! You will be responsible for expanding the company's book of business by servicing and selling various types of insurance policies to new and existing clients.Responsibilities:Present and sell insurance policies to new and existing clientsDevelop and...

  • Customer Service Rep

    1 month ago

    Omaha, United States Goodwill San Antonio Full time

    Job Description Customer Service Rep - 180796 **Description** **This Position is for Nebraska and Iowa Residents Only Up to $13/hr** **GET TO KNOW ALORICA** At Alorica, we only do one thing make lives better, one interaction at a time. Were a global leader in customer service and collections, serving the worlds biggest brands with tens of thousands of...

  • Customer Service Rep

    7 days ago

    Omaha, United States Goodwill San Antonio Full time

    Job Description Customer Service Rep - 180796 **Description** **This Position is for Nebraska and Iowa Residents Only Up to $13/hr** **GET TO KNOW ALORICA** At Alorica, we only do one thing make lives better, one interaction at a time. Were a global leader in customer service and collections, serving the worlds biggest brands with tens of thousands of...

  • Customer Service Representative

    1 month ago

    Omaha, United States Stillwater Insurance Services, Inc. Full time

    Job DescriptionJob DescriptionCustomer Services Representatives Omaha, NEJoin our hardworking, collaborative team where your contributions will be celebrated and valued. Why Stillwater? We’re a national insurance provider that offers a full suite of insurance products and services. We strive to be the most respected insurance provider in the United States...

  • Customer Service Representative

    4 weeks ago

    Omaha, United States Stillwater Insurance Services, Inc. Full time

    Job DescriptionJob DescriptionCustomer Services Representatives Omaha, NEJoin our hardworking, collaborative team where your contributions will be celebrated and valued. Why Stillwater? We’re a national insurance provider that offers a full suite of insurance products and services. We strive to be the most respected insurance provider in the United States...

  • Customer Service Representative

    2 weeks ago

    Omaha, United States Stillwater Insurance Services, Inc. Full time

    Job DescriptionJob DescriptionCustomer Services RepresentativesPhoenix, AZ and Salt Lake City UTJoin our hardworking, collaborative team where your contributions will be celebrated and valued. Why Stillwater? We’re a national insurance provider that offers a full suite of insurance products and services. We strive to be the most respected insurance...

  • Insurance Sales Rep

    2 months ago

    Omaha, United States Ian McShane Farm Bureau Insurance Full time

    Job DescriptionJob DescriptionOur agency is looking for a confident and highly motivated individual that's interested in a great sales opportunity. Great earnings with future long term career advancement available. As an Insurance Sales Representative you will make calls and follow up with referrals to generate appointments and market a wide range of...

  • Insurance Sales Rep

    4 weeks ago

    Omaha, United States Ian McShane Farm Bureau Insurance Full time

    Job DescriptionJob DescriptionOur agency is looking for a confident and highly motivated individual that's interested in a great sales opportunity. Great earnings with future long term career advancement available. As an Insurance Sales Representative you will make calls and follow up with referrals to generate appointments and market a wide range of...

  • customer service and sales

    1 month ago

    Omaha, United States Lance Juett Insurance Agency Inc Full time

    Job DescriptionJob DescriptionWe are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people???s lives. As our newest insurance sales representative you will sell, market, and service our insurance products to existing clients and new customers. As a full-time sales representative you will help individuals,...

  • customer service and sales

    4 weeks ago

    Omaha, United States Lance Juett Insurance Agency Inc Full time

    Job DescriptionJob DescriptionWe are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in people???s lives. As our newest insurance sales representative you will sell, market, and service our insurance products to existing clients and new customers. As a full-time sales representative you will help individuals,...

  • Service Advisor

    1 week ago

    Omaha, United States Harrison Financial Services Full time

    Service AdvisorJob SummaryHarrison Financial Services is seeking a highly skilled and knowledgeable Service Advisor to join our private wealth management group. This role will function as a liaison between our clients and our Lead Advisor team, providing exceptional service and client support. General ResponsibilitiesBuild and maintain strong relationships...

  • Personal Lines Customer Service Agent for an Independent Insurance Agency

    4 weeks ago

    Omaha, United States Independent Insurance Agents of Nebraska Full time

    The Personal Customer Service Agent supports our selling agents by performing a variety of essential functions and/or tasks including, but not limited to those identified below: *Gathers and organizes specified information and reports, marketing/quoting to assist selling agents; *Resolves customer inquiries, complaints and service requests; *Responsible for...

  • Client Services Representative

    2 months ago

    Omaha, United States biBERK Insurance Services Full time

    biBERK, a Berkshire Hathaway company, has been experiencing substantial growth since it's start just a few short years ago...and is anticipating even more growth to come! We are an internet-driven company that offers business insurance, such as workers' comp, liability, commercial auto and umbrella policies. We are looking for enthusiastic service...