Customer Service Representative
2 months ago
As a Customer Services Representative with Fahey-Leavitt Insurance your duties are key to our agency's success This position will assist in servicing insurance policies (providing quotes, issuing certificates, processing policy changes, etc.) and supporting sales agents. A previous background in Property & Casualty insurance is preferred but not required. We will train candidates new to the industry and support them in earning their P&C license.
As a Fahey-Leavitt Insurance Customer Service Representative, you will provide client support by interacting directly with clients and by supporting our senior customer service and sales agents. Your role includes*:
- Supporting agents by processing policy changes, updating policies on an agent's behalf, attaching documentation, running reports, and entering data
- Engaging with clients via phone, email, text and in office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
- Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client's needs
- Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
- Supporting Agency leadership with special projects, client development and auditing policy information
Requirements:
- 2+ years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service
- You will be required to obtain a P&C Insurance License within 90-180 days of employment. Training and testing are paid for by our agency.
- Tech-savvy: Comfortable working with multiple software programs and communicating with clients via text, email and phone
- An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use
- Trustworthy, ethical, and discreet: We are privileged to be a part of our clients' lives and we take that responsibility seriously.
- Detail oriented: Insurance contracts are complex and require careful interpretation.
- Comfortable working within a team environment: Our agency is unique. Each team member is expected to answer questions and provide service for all clients.
- Eager to grow and learn: We offer continuing education options and consistently introduce training opportunities for our team.
- Able to thrive in a fast-paced, constantly changing environment: This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs.
- Motivated to contribute: Our agency is on a trajectory of continued growth. We're looking for someone who is eager to be a part of that future.
Our generous compensation package includes:
- Health, dental, vision, life insurance and long-term and short-term disability
- Retirement plan with employer match
- Paid vacation and sick leave that begins accruing immediately
- Access to an employee assistance plan and flexible spending account (FSA)
- Continuing education expenses and support of your pursuit of professional designations •
Team Culture & Office Environment
We are passionate about insurance and are committed to serving as our clients' advocates every step of the way, from taking a proactive approach to improving their protection to walking them through the claims process.
#LI-DNI
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