Insurance Business Development Associate
3 days ago
At Jason Hagerty-District Office, we are seeking a highly motivated and customer-focused Insurance Customer Service Representative to join our team. This is a full-time position that requires exceptional communication skills and a willingness to learn.
About the Role
This position involves providing top-notch customer service to our clients, processing policy change requests, maintaining knowledge of our insurance products, and answering any questions our clients may have. The ideal candidate will possess a genuine enthusiasm for learning, be intuitive and resourceful, and be coachable.
Responsibilities
- Secure all necessary documents from customers in a timely manner.
- Greet all customers warmly and assist them with their inquiries.
- Ask each customer for referrals and explain our referral program to encourage growth.
- Treat every customer interaction as an opportunity to cross-sell and up-sell our financial products.
- Verify phone numbers, addresses, and email addresses with each customer contact and update their information accordingly.
- Answer incoming phone calls promptly and return messages in a timely fashion.
- Provide ongoing support to our insurance clients as needed.
Requirements
- Possess excellent problem-solving capabilities and multi-tasking skills.
- Have prior sales experience and demonstrate professional phone etiquette.
- Demonstrate great customer service skills and a positive attitude towards meeting customer needs.
Benefits
We offer an annual base salary based on experience and a Monday-to-Friday schedule. This role provides opportunities for career advancement and professional growth in a dynamic work environment.
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