Insurance Customer Service Representative
1 month ago
We are seeking a skilled Insurance Customer Service Representative to join our team at Phelan Insurance Agency Inc. The ideal candidate will have excellent communication skills, be able to multitask, and possess a genuine willingness to learn and grow with our company.
Benefits
Annual Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Tuition Reimbursement
Mon-Fri Schedule
Retirement Plan
Evenings Off
Career Growth Opportunities
Responsibilities
Meet new business production goals and objectives as established.
Process customer policy change requests.
Secure all Trailing Documents from customers.
Document each customer contact in our Agency Management System.
Maintain knowledge of new products.
Provide exceptional customer service.
Maintain client relationships with follow up phone calls.
Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
Provides on-going support to insurance clients as needed.
Presents and explains insurance policy options based upon prospective client needs and their personal goals.
Stay up-to-date on industry market trends and best practices
Assess and identify the wants and needs of your customer(s) over the phone
Educate clients on the insurance policies that best suit their needs
Provide policies to new clients and explain benefits/risks of the policy
Requirements
Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
Possess an upbeat, positive and enthusiastic attitude.
Proficiency to multi-task, follow-thru and follow-up.
Excellent Communication/interpersonal skills.
Must have ability to multi-task.
A Property & Casualty license is preferred but will train good individual.
Professional phone etiquette.
Follow through and exceed current and prospective client expectations.
Great Customer Service Skills.
Problem-Solving Capabilities.
Works well with other employees and is a team player with a positive attitude.
Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
Strong communication skills, both oral and written.
Ability to tactfully handle stressful and difficult situations.
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