Customer Care Representative, Personal Lines Insurance

4 weeks ago

Melville, United States EPIC Insurance Brokers & Consultants Full time

**Customer Care Representative, Personal Lines Insurance (Trainee)**

at EPIC Brokers 40 Marcus Dr. 3rd Fl. Melville, NY 11747 **College Graduates can apply. We will train you in Personal Lines Insurance.**

**Position Overview:** The Personal Lines Customer Care Specialist (Trainee)has the primary responsibility of providing superior customer service to clients. Our first objective is to retain existing clients.

**Critical Job Functions:**

* Respond promptly to client inquiries via phone, mail and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.

* View every client contact as an opportunity to impress our clients. Review exposures, loss experience and current coverage. Provide proactive solutions and recommend appropriate products.

* Follow department protocol for taking the next call in the queue and return all calls as promised.

* Document all verbal communications with clients and carriers in a prompt manner. Records must reflect the current status at all times.

* Assist with the solicitation of new accounts and the retention of existing accounts. Look for new sales opportunities by cross-selling.

* Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients.

* Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.

* Assume ownership of customer concerns and feedback until successful resolution.

* Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.

* Work as a team and contribute to the team effort by openly sharing insurance knowledge.

* Become a student of the business. Seek insurance knowledge through training and education.

**Skills & Qualifications**:

* College graduates may apply (we will train). Must have some prior work experience.

* Excellent organizational and time management skills.

* Strong customer service focus & communication skills.

* Excellent diplomacy skills / ability to resolve issues.

* Independent user of technology.

**Educational requirement**:

* College graduate

* 15th Largest Broker in US

* Voted " Best Place to Work" in the Insurance Industry

* Awesome Benefits: 401K matching, unlimited Managed Time Off, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).

Location (City)

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