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Insurance Customer Support Specialist
2 months ago
Position Title: Customer Support Specialist
Objective: This full-time role is dedicated to assisting agents and colleagues in delivering exceptional customer service to clients. The Customer Support Specialist is expected to engage with existing clients and provide support in customer service alongside the agent and any licensed team members.
Qualifications and Expertise: A foundational understanding of office operations, a proactive attitude, and a strong desire to learn are vital traits for a successful Customer Support Specialist.
Skills and Competencies: A friendly and approachable demeanor is essential.
Strong organizational and time management capabilities.
A genuine eagerness to learn and adapt.
The ability to address customer service inquiries in a courteous and professional manner.
A preference for interacting with individuals and meeting new clients regularly.
Proficiency in learning and utilizing computer systems.
Training and Development: The individual will be required to complete property-casualty licensing State examinations and relevant training within the first three months of employment.
Full-time staff members are expected to secure both Property/Casualty and Life/Health State Licenses within the initial 9 months of employment.
The agency will cover the costs associated with State testing and renewal fees for the first year only. Licensed personnel must complete all continuing education requirements to maintain their licensure.
Key Responsibilities:
1. Warmly welcoming clients and prospects who visit or contact the office.
2. Managing policy modifications for clients.
3. Reaching out to policyholders and potential clients to schedule appointments for the agent and team members.
4. Preparing sales materials for clients.
5. Maintaining an activity log.
6. Updating client information and promoting additional products during each client interaction.
7. Actively seeking referrals on a daily basis.
8. Performing additional tasks as assigned.
