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Receptionist - Insurance Agency Team Member
1 month ago
The Receptionist position will involve answering multiple phone lines, providing customer service to agency customers, greeting office visitors throughout the day, drafting letters & reports, and other additional clerical duties as directed by the agency owner or associates.
Benefits
Annual Base Salary + Bonus Opportunities
Mon-Fri Schedule
Retirement Plan
Evenings Off
Paid Time Off (PTO)
Responsibilities
- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Handle all incoming claim calls from customers.
- Complete Evidence of Insurance requests.
- 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.
- Answer incoming phone calls on the first ring.
- Return all phone messages promptly.
- Provide exceptional customer service.
- Be outstanding at relationship building.
- Maintain client relationships with follow up phone calls.
Requirements
- Possess an upbeat, positive and enthusiastic attitude.
- Excellent Communication/interpersonal skills.
- Must be highly self-motivated.
- Professional phone etiquette.
- Follow through and exceed current and prospective client expectations.
- Excellent Spelling and Grammar skills.
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