Insurance Customer Service Representative
1 week ago
We are seeking a dedicated Customer Service and Sales Representative to enhance our thriving insurance and financial services agency. Our established methodology includes comprehensive training and the essential resources for your success. We are looking for a proactive team member who can contribute to our rapidly expanding agency while delivering outstanding client service. If you possess a positive attitude and are eager for a dynamic role with ample growth potential, we encourage you to explore this opportunity.
Work Environment:
The primary responsibilities are typically carried out in a comfortable office setting.
Note: This role may necessitate flexibility in working hours and the ability to follow a structured schedule.
Compensation and Benefits
Base Hourly Wage + Commission + Bonus Potential
Paid Time Off (PTO)
Flexible Work Hours
Health Coverage
Hands-on Training
Monday to Friday Work Schedule
Tuition Assistance
Opportunities for Career Advancement
Evenings Off
Retirement Savings Plan
Key Responsibilities
Responsibilities include (but are not limited to):
- Obtain necessary insurance licensure
- Assess customer needs and expectations to assist them in identifying suitable products and solutions
- Review renewal accounts and schedule follow-up appointments
- Propose meetings to discuss product requirements with existing clients
- Maintain records of customer interactions and transactions, documenting inquiries, complaints, and actions taken
- Act as a liaison for clients and claims
- Escalate unresolved customer issues or complex interactions to senior team members
- Adhere to company and agency policies and procedures
- Perform general customer service and administrative tasks such as filing, answering calls, and processing payments
- Execute additional duties as assigned
Qualifications
Essential Skills:
- Bilingual proficiency is highly preferred
- Results-Oriented: Capable of achieving team performance metrics and objectives.
- Multi-tasking: Able to effectively manage multiple priorities simultaneously.
- Detail-Oriented: Maintain precise and comprehensive records of all customer interactions in the online system.
- Communication Skills: Excellent written and verbal communication abilities.
- Product Knowledge: Familiarity with basic product, billing, underwriting, and processing guidelines.
- Team Collaboration: Open to feedback and able to work harmoniously with others.
- Problem-Solving: Capable of researching and identifying timely solutions to customer-related issues.
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