Customer Service Representative
4 weeks ago
We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative - Insurance and Financial Services. As a key member of our team, you will be responsible for providing exceptional customer service, responding to inquiries, and educating customers about insurance options.
- Key Responsibilities:
- Provide prompt and accurate customer service
- Respond to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
- Use a customer-focused, needs-based review process to educate customers about insurance options
- Work with the agent to establish and meet marketing goals
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services
Requirements:
- Sales experience preferred
- Excellent communication skills - written, verbal, and listening
- Enthusiasm about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
- People-oriented
- Organizational skills
- Self-motivated
- Proactive in problem solving
- Ability to work in a team environment
- Ability to multi-task
- Ability to make presentations to potential customers
- Bilingual - Spanish preferred
- Property and Casualty license (must be able to obtain)
- Life and Health license (must be able to obtain)
About Our Agency:
- We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, and Renters Insurance
- Our office is located in Randolph, NJ
- Additional languages spoken: Spanish
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