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Licensed Insurance Customer Service Representative

3 months ago

Blair, United States Spencer Petersen American Family Insurance Full time $20 - $28
Job DescriptionJob Description

Be a part of a successful and dynamic team at Spencer Petersen American Family Insurance. As the #5 agency in AmFam last year, our track record speaks to our commitment to excellence. With a committed office manager and a collaborative team, we are excited about expanding our team. Our agency is known for its fun-oriented culture, fostering a collaborative and supportive environment where everyone loves working together. Experienced candidates can expect to make between $20 - $28 per hour, depending on previous work experience and credentials.


Benefits

Hourly Base Salary Based on Experience

Licensing Assistance

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

Team Building Activities

Retirement Benefits

Equipment Provided

Dental Insurance

Vision Insurance

Mon-Fri Schedule

8am - 5pm Work Schedule


Responsibilities
  • 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, ID cards, 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.
  • Shop renewals based on client updates and plans and current market conditions.

Requirements
  • A property and casualty insurance license is required in first 60 days. We will pay 100% for licensing.
  • 1+ years of previous customer service experience is required. Insurance experience is a BONUS.
  • Candidate must have basic computer software knowledge with experience in MS Office.
  • 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.
  • Effectively communicate complex insurance concepts and policy details to clients in a clear, understandable, and client-friendly manner, ensuring they make well-informed decisions.
  • Demonstrate professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.