Customer Service Professional
2 weeks ago
Key Responsibilities
- Service the current client base with professionalism and kindness
- Follows New Day Insurance Agency inbound/outbound processes
- Cross-sell additional lines when there is an opportunity and as assigned
- Conduct policy reviews, make recommendation and find cross sell opportunities
- Proactive outreach to existing clients for payment reminders, claim assistance and onboarding new customers
- Collaborate closely with our team to ensure smooth operations
- Maintains knowledge of new products
- Creates referrals from existing customers and Center of Influence network (friends, realtors etc.)
- Always portrays a professional image through proper appearance and actions
- Maintain reliable and consistent attendance
- Possess positive attitude and willing to learn/improve
- Personal Lines or Property & Casualty license
- Minimum of 1 year customer service experience
- Proven track record of meeting or exceeding sales targets
- Strong interpersonal skills and ability to connect with customers effectively
- Effective communication skills in speaking, writing, and listening
- Proficiency in Microsoft Office Suite and adaptability to new systems
- 2+ years of Sales and/or Insurance experience
- High school diploma or equivalent
- Drive to progress in your career
- Eagerness to learn and grow
- Competitive Base Pay: $35,000 - $40,000 (depending on Sales/ Service Experience)
- Performance Bonuses: Get rewarded for your hard work and earn between $45,000 - $65,000 per year
- Paid Training and Coaching: Ensuring your success
- Work-Life Balance: Weekdays-only and Paid Time Off
- Licensing Reimbursement: After three months
- Supportive Team Environment: Teamwork and camaraderie
- Retirement Benefits: Simple IRA with matching based on Agency Performance (after three months)
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