Customer Service Agent Insurance
3 weeks ago
Lankford & Battle Agency values a dynamic and supportive work environment that encourages growth, teamwork, and innovation. We believe in empowering our employees to take ownership of their roles and contribute to the success of our organization.
Compensation and Benefits
We are proud to offer a competitive compensation package, including an annual base salary of $45,000, plus bonus opportunities based on performance. Our benefits also include PTO, a retirement plan, and a flexible schedule that promotes work-life balance.
Responsibilities
- Process customer policy change requests.
- Secure all trailing documents from customers.
- Handle all incoming claim calls from customers.
- Complete evidence of insurance requests.
- Immediately greet all customers, entering the office, in a friendly and helpful manner.
- Treat each customer contact as a cross-selling opportunity.
- Verify phone numbers, addresses, and email addresses with each customer contact and update customer information.
- Provide exceptional customer service.
- Maintain client relationships with follow-up phone calls.
Requirements
- Possess a genuine willingness to learn, be intuitive, and resourceful, and be coachable.
- Possess an upbeat, positive, and enthusiastic attitude.
- Be a great self-starter with a sense of urgency.
- Proficiency in multi-tasking, following through, and following up.
- A Property & Casualty license is preferred but not required.
- Professional phone etiquette.
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