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Customer Service Executive

2 months ago

Henderson, United States Oakmonte Insurance Full time

Job Description

Job Description

The Customer Service position will involve answering phone calls, 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 Paid Time Off (PTO) Evenings Off Mon-Fri Schedule Career Growth Opportunities

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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