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Customer Service Specialist in Insurance

2 months ago

Edmond, Oklahoma, United States Michelle Early Farmers Insurance Full time
Job Overview

Michelle Early Farmers Insurance is seeking a dedicated and experienced individual to fill the role of a Full-Time Account Manager. This position is essential for nurturing and expanding our client relationships while ensuring a high level of customer satisfaction.


Key Responsibilities
  • Achieve business production targets and objectives.
  • Create and present insurance quotes, successfully closing sales.
  • Process requests for policy changes from customers.
  • Manage incoming claims inquiries and provide follow-up support.
  • Secure necessary documentation from clients.
  • Maintain accurate records of customer interactions in our system.
  • Provide exceptional service and support to all clients.
  • Gather and document prospect information for quotes.
  • Identify opportunities for cross-selling and upselling financial products.

Qualifications
  • Willingness to learn and adapt in a dynamic environment.
  • Positive and enthusiastic demeanor.
  • Ability to manage multiple tasks effectively.
  • Strong self-motivation and urgency in completing tasks.
  • Professional communication skills, both verbal and written.
  • Team-oriented with a collaborative spirit.
  • Preferred: Property & Casualty insurance license.
  • Preferred: Life & Health Insurance license.

Benefits
  • Competitive hourly salary based on experience.
  • Paid Time Off (PTO) and paid federal holidays.
  • Retirement savings plan.
  • Flexible Monday to Friday schedule.
  • Life insurance coverage.
  • Opportunities for career advancement.
  • Quarterly bonus potential.
  • Team-building activities.
  • Work-life balance initiatives.