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Insurance Customer Service Representative
2 months ago
We are seeking a dedicated Insurance Customer Service Representative to enhance our thriving insurance and financial services agency. Our agency prides itself on a successful model that includes comprehensive training and the essential tools for your success. We are looking for a proactive team member who can support our rapidly expanding agency while delivering outstanding client service. If you possess a positive attitude and are in search of a rewarding career with significant growth potential, we encourage you to explore this opportunity.
Work Environment:
This role is typically conducted in a comfortable office setting.
Note: Flexibility to work varied hours and the ability to follow a structured schedule may be required.
Compensation and Benefits
Hourly Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Flexible Work Schedule
Health Insurance Coverage
Hands-on Training Provided
Monday to Friday Work Schedule
Tuition Reimbursement Programs
Opportunities for Career Advancement
Evenings Off
Retirement Savings Plan
Key Responsibilities
The responsibilities of this position include, but are not limited to:
- Obtaining necessary insurance licenses
- Identifying customer needs and expectations to assist them in selecting appropriate products and solutions
- Reviewing renewal accounts and scheduling follow-up appointments
- Advising existing clients on product needs through recommended meetings
- Maintaining detailed records of customer interactions, inquiries, complaints, and resolutions
- Acting as a liaison for clients and claims
- Escalating unresolved issues or complex customer interactions to senior team members
- Adhering to company policies and agency protocols
- Performing general customer service and administrative tasks such as filing, answering calls, and processing payments
- Completing additional tasks as assigned
Qualifications
Essential Skills:
- Bilingual candidates are highly preferred
- Business Acumen: Ability to meet team performance metrics and objectives.
- Multi-tasking Skills: Capable of managing multiple priorities effectively.
- Attention to Detail: Maintain accurate 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: Willingness to accept feedback and work collaboratively with others.
- Problem-Solving Skills: Ability to research and provide timely solutions to customer-related issues.