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Insurance Customer Service Representative

3 months ago


Cypress, United States Dollar Agency Insurance Full time
Job DescriptionJob Description

Dollar Agency Insurance, established in 2006, is committed to making a difference for our clients by providing exceptional customer service and advocacy. We pride ourselves on being more than just a policy provider; we offer personalized service, ensuring that our clients can always reach us with ease. Our agency is very customer-focused, and our team embodies a family feel, with many staff members having been with us for over 10 years. We have two locations that work together seamlessly, primarily handling personal lines. We are looking for someone whose character will mesh well with our team, maintaining our positive and collaborative culture.


We are seeking an Insurance Customer Service Representative to join our team. This role involves addressing client inquiries, processing policy changes, and ensuring customer satisfaction. The position offers a base salary dependent on experience, ranging from $35,000 to $50,000 per year.


If you are a motivated and customer-focused professional looking for a rewarding career in insurance, we want to hear from you. Apply Today and become a valued member of the Dollar Agency Insurance team.


Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Career Growth Opportunities

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

Professional Development

Advancement Opportunities

Professional Work Environment

Equipment Provided

Paid Sick Leave

Personal Workspace

Monday - Thursday (8:30am - 5:30pm) Work Schedule

Friday (8:30am - 5pm) Work Schedule


Responsibilities
  • Cultivates and maintains strong relationships with clients.
  • Identify opportunities to upsell additional products to existing clients.
  • Maintain accurate and up-to-date client records.
  • Prepare and issue insurance documents promptly and accurately.
  • Facilitate policy changes and updates based on client requests.
  • Provide comprehensive insurance education and guidance.
  • Proactively shop insurance renewals to maintain client retention.

Requirements
  • License Requirements: Preferred candidate would have their Property and Casualty License and previous insurance experience. Willing to consider the right candidate who is newly licensed or willing to get their license.
  • EZLynx experience or experience with other insurance carriers would be a plus.
  • Meticulous attention to detail in all tasks and responsibilities.
  • Collaborative and supportive team member who fosters a positive work environment.
  • Clear and effective communication skills, both written and verbal.
  • Demonstrates professionalism and respect in all interactions within the office environment.
  • Accurate and efficient in data entry tasks.