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Insurance Customer Service Representative

2 months ago


Mesa, Arizona, United States Jason Hagerty-District Office Full time
Job Overview

At Jason Hagerty-District Office, we are seeking a highly skilled and customer-focused individual to join our team as an Insurance Customer Service Representative. This is a full-time position that requires exceptional communication skills, a strong work ethic, and a passion for delivering outstanding customer service.

The successful candidate will be responsible for providing top-notch service to our clients, processing policy changes, and maintaining a thorough understanding of our insurance products. If you have a genuine willingness to learn, are intuitive and resourceful, and possess excellent phone etiquette, we encourage you to apply.

Key Responsibilities
  • Secure all relevant documents from customers and ensure accurate and timely processing.
  • Provide a warm and welcoming greeting to all customers, setting the tone for a positive experience.
  • Identify opportunities to upsell and cross-sell our insurance products, including financial services.
  • Verify customer contact information and update records as necessary.
  • Respond promptly to incoming phone calls and messages, ensuring seamless communication.
  • Deliver exceptional customer service, addressing concerns and resolving issues in a professional and courteous manner.
  • Offer ongoing support to insurance clients, providing guidance and assistance as needed.
Requirements
  • Possess a strong desire to learn and grow, with a willingness to adapt to new situations.
  • Excel in multitasking, follow-through, and follow-up, ensuring seamless execution of tasks.
  • Demonstrate the ability to multitask and prioritize tasks effectively.
  • Prior sales experience is an asset, but not required.
  • Exhibit professional phone etiquette and excellent communication skills.
  • Display exceptional customer service skills, with a focus on building strong relationships.
  • Utilize problem-solving capabilities to address customer concerns and resolve issues efficiently.