Insurance Customer Service Representative

2 weeks ago


South Jordan, Utah, United States Paige Wilkinson & Associates Full time
{"Responsibilities": "Key Responsibilities
  • Process customer policy change requests.
  • Complete Evidence of Insurance requests.
  • Document each customer contact in Apex.
  • Take premium payments from customers.
  • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
  • Answer incoming phone calls on the first ring.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.
  • Maintain knowledge of new products.
  • Provide exceptional customer service.
  • Be outstanding at relationship building.
  • Maintain client relationships with follow up phone calls.
  • Claims follow up calls.
  • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
  • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
  • Assess and identify the wants and needs of your customer(s) over the phone
  • Uphold the wants and needs of your customers
  • Educate clients on the insurance policies that best suit their needs
", "Requirements": "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 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.
  • A Life & Health license is preferred but will train good individual.
  • Must be highly self-motivated.
  • Professional phone etiquette.
  • Career minded vision.
  • Follow through and exceed current and prospective client expectations.
  • Excellent Spelling and Grammar skills.
  • Exceptional Business Writing and Editing Skills.
  • Great Customer Service Skills.
  • Problem-Solving Capabilities.
  • Works well with other employees and is a team player with a positive attitude.
  • Strong communication skills, both oral and written.
  • Driven and goal-oriented individual.
  • Ability to tactfully handle stressful and difficult situations.
  • Be capable of handling customer rejection.
  • No insurance experience required but must be willing to learn
", "Benefits": "Benefits
  • Annual Base Salary + Commission
  • Paid Time Off (PTO)
  • Mon-Fri Schedule
  • Career Growth Opportunities
  • Retirement Plan
", "About Us": "About Us

Paige Wilkinson & Associates is a leading insurance company dedicated to providing exceptional customer service and innovative solutions to our clients.

", "Contact Us": "Contact Us

Please contact us at [insert contact information] to learn more about this opportunity.

"}

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