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Customer Service Representative

2 months ago

Wausau, United States Jonnee Bauer Agency Full time
Job DescriptionJob Description

*Sign on Bonus for Licensed Candidates*


Dont wait, take the next step in your career today. Jonnee Bauer Agency in Wausau, Wisconsin, is looking for a motivated and dynamic individual to join our team as a Full-Time Licensed Customer Service Representative. If you have a passion for delivering excellent customer service, helping people, enjoy working in a proactive environment and building rapport with others, this is the role for you. This is the perfect opportunity to transfer your experience to a great Insurance Agency. Youll have the opportunity to grow your knowledge and youll benefit from additional avenues for growth and advancement.

Are you an Experienced Customer Service Representative? Incredible You will benefit from continued training and education as well as career development and advancement opportunities. Continue growing your knowledge with our mentorship and training programs. You will also have the opportunity for advancement and the option to transition into sales if desired. Apply now to join our team and our commitment to client satisfaction and success.


Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off


Responsibilities

Position Overview:

As a Customer Service Representative (CSR), you will be the face of our company, responsible for providing top-notch customer service to our clients. You will serve as a liaison between our clients and our insurance products, assisting with policy inquiries, claims processing, policy changes, and more. Your ability to communicate effectively and resolve client concerns promptly will be crucial to our continued success.


Key Responsibilities:

Client Relationship Management: Build and maintain strong relationships with clients by providing exceptional customer service, promptly responding to inquiries, and addressing their insurance needs.

Policy Assistance: Assist clients in understanding their insurance policies, coverage options, and premium payments. Review and recommend appropriate changes to policies when necessary.

Claims Support: Guide clients through the claims process, including initial reporting, documentation submission, and follow-up to ensure timely claims resolution.

Policy Renewals: Proactively communicate with clients about upcoming policy renewals,review coverage options, and provide renewal quotes.

New Business: Assist clients in obtaining new insurance policies, including gathering, necessary information, providing quotes, and completing applications.

Cross-Selling: Identify opportunities to cross-sell additional insurance products that align with clients' needs, such as auto, home, renters, and umbrella policies.

Compliance: Ensure compliance with industry regulations and company policies in all customer interactions and documentation.

Documentation and Record-Keeping: Maintain accurate and up-to-date client records, policy documents, and correspondence in the company's database.

Problem Solving: Address and resolve client concerns, complaints, or issues in a professional and efficient manner.


Requirements
  • A Property & Casualty insurance license is required (Sign On Bonus if Licensed in Property & Casualty, if not Licensed you will be reimbursed)
  • Proficiency to multi-task, follow-thru, follow-up.
  • Excellent Communication/interpersonal skills and work as a team and independently.
  • Strong work ethic and leadership skills.
  • Driven and goal-oriented individual.
  • Ability to identify and solve problems, think critically, and make decisions quickly.