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Insurance Client Support Specialist
2 months ago
Join The Montgomery Agency, a locally expanding insurance firm committed to delivering outstanding client support. As an Insurance Client Support Specialist, you will represent our organization, ensuring that our clients receive exceptional assistance for their insurance requirements.
At The Montgomery Agency, we prioritize our team members and aim to cultivate a welcoming, relaxed, and enjoyable work environment that fosters long-term employment relationships. Collaborate with a team of well-adjusted, socially mature colleagues who are eager to support you in achieving your best every day. Our management philosophy emphasizes having fun while accomplishing tasks, providing you with diverse experiences and responsibilities that challenge you daily, along with the trust and autonomy to excel in your role.
We are currently seeking a dedicated individual to join our team of insurance experts to assist our clients in safeguarding their homes, vehicles, and lives. Your responsibilities will include addressing client inquiries, resolving issues, and offering expert advice on insurance policies and claims processes. This position focuses solely on customer service.
Benefits
• Competitive Annual Salary with Bonus Potential
• Paid Time Off (PTO)
• Flexible Work Schedule
• Comprehensive Training
• Paid Holidays
• Evenings Off
• Monday to Friday Work Schedule
• Team Lunches
• Bonus Opportunities
• Option to Work Remotely
• Necessary Work Equipment Provided
• Licensing Preferred; Training Available
• Licensing Education Covered
• Casual Office Environment
• Opportunities for Career Advancement
Key Responsibilities
• Deliver outstanding customer service to our policyholders, promptly and accurately addressing their inquiries and requests.
• Aid clients in comprehending their insurance policies, clarifying coverage specifics, and responding to any questions they may have.
• Execute policy modifications and endorsements with precision and attention to detail.
• Collaborate with fellow team members to resolve customer issues and guarantee a seamless customer experience.
• Establish and nurture relationships with our policyholders, exhibiting empathy, patience, and professionalism consistently.
• Assist in the processing and resolution of customer claims.
Qualifications
• Licensed Agent: Must possess a valid insurance license.
• Customer Service Expertise: Excellent communication and customer service abilities to effectively assist and support clients.
• Detail-Oriented: Strong attention to detail to ensure accuracy in policy management and customer assistance.
• Problem-Solving Skills: Ability to effectively identify and resolve customer issues and concerns.
• Team-Oriented: Ability to work collaboratively with other team members to achieve shared objectives.
• Professional Demeanor: Maintain a professional and positive attitude at all times, representing The Montgomery Agency positively.
In conclusion, our agency is driven by a shared mission to protect our clients from life's uncertainties, allowing them to live with peace of mind knowing they are financially secure. Our daily objective is to provide exceptional service and the appropriate coverage. We perform our duties in a professional yet casual office environment, understanding the importance of enjoying life while responsibly guiding our clients by combining knowledge and compassion with insurance solutions for their protection.
