Customer Service Representative

4 weeks ago


Great Neck, New York, United States J.R. Orenstein Agency Full time

The J.R. Orenstein Agency is seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for generating results by helping customers with their Home & Auto insurance needs, as well as Life & Disability Insurance. Through helping customers, you will also be responsible for assessing cross-selling opportunities in order to decrease exposures and provide better protection.

Our ideal candidate is an empathetic and self-driven individual who is passionate about delivering exceptional customer service. You will be responsible for achieving sales goals and measurables by identifying sales opportunities inside the book of business.

Responsibilities:

* Achieve sales goals and measurables by identifying sales opportunities inside the book of business.

* Ensure that the J.R. Orenstein Agency review process is used on customer calls.

* Perform policy reviews with current customers.

* Active outreach to current customers as well as past customers and people that have been quoted in the past.

* Solve underwriting and inspection issues that arise.

* Provide service to current customers.

* Manage pipeline through company-provided systems and follow up accordingly.

* Demonstrate competency and knowledge of new products & rules for our industry.

Requirements:

* The J.R. Orenstein's core values are having a positive mindset, being customer-focused, coachable, self-driven, and a team player. We lead with these core values every day which allows our team members to genuinely enjoy being a part of the agency and their team in order to provide excellence for our clients and each other.

Total Compensation: $60,000.00 - $85,000.00 per year.

Benefits:

* Annual Base Salary + Commission + Bonus Opportunities

* 401k (matching)

* Profit Sharing

* Paid Time Off (PTO)

* Hands on Training

* Tuition Reimbursement

* Mon-Fri Schedule

* Career Growth Opportunities

* Life Insurance

* Evenings Off



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