Agent Customer Care Specialist

3 weeks ago


Broken Arrow, United States Harmon Insurance Full time

Responsibilities: - Sales, market appropriate products and services to service customer needs - Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper - Supporting teammates with follow-up for clients and prospects - Promptly respond to client needs either on the phone or electronically - Maintain client files and process routine correspondence between our agency and the client or company... both paper records and on our many different software programs - Assist with other office duties as they arise and are needed - Once a product is sold, fill out appropriate forms and input into the software system - Cultivate relationships and cross-sell additional lines of insurance Requirements: - Excellent communication skills both verbal and written - Positive professional image in person and on the phone - Must have at least 2 years of experience and be licensed - Self-starter, driven, can manage rejection well - Confident, energetic, enthusiastic with a sense of humor - Proficient with Microsoft Word and Outlook - Familiar with rating software - Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical, and honest Benefits: - 401(k) matching - Bonus based on performance - Flexible schedule - Company parties - Opportunity for advancement Perks/Benefits: - Part-time, flexible hours available - Pay based on experience, hourly + monthly performance bonus - Paid vacation, paid holidays, medical, profit-sharing with company match About Us: We are a team of people helping other people. Our independent insurance business is based on the relationships we build within our team, clients, community, and partner companies to find the right products to suit customer needs. #J-18808-Ljbffr



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