Customer Service Representative

2 weeks ago


Yonkers, New York, United States NAPAA Full time
Job Title: Customer Service Representative

At NAPAA, we are seeking a highly skilled and motivated Customer Service Representative to join our team. As a key member of our agency, you will be responsible for maintaining and maximizing profitable relationships with clients and growing our book of business through new client sales.

Responsibilities:
  • Client Acquisition: Identify, qualify, and develop insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
  • Relationship Building: Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • Sales and Marketing: Actively partner, network, and plan for new clients and business opportunities.
  • Performance Monitoring: Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
  • Team Collaboration: Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Client Retention: Support and prepare clients for renewal and retention and maintain strong client relationships.
  • Professional Development: Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Qualifications:
  • Insurance License: Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, or comparable work experience.
  • Transportation: Possess a valid driver's license and/or a source of reliable transportation.
  • Industry Knowledge: Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
  • Sales Success: Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • People Skills: Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Organizational Skills: Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Technology Proficiency: Have excellent time management skills, thrive in a team environment, and technology and computer proficiency including agency management systems.
Benefits and Perks:

We offer a competitive compensation package, including competitive pay, commissions, and bonuses. Our agency is committed to providing opportunities for professional development and growth. As a member of our team, you will have the opportunity to work in a stable and growing industry with a strong focus on customer satisfaction.

Our agency is independently owned and operated, and your application will go directly to the agency. All hiring decisions will be made by the management of the agency. If you are interested in this opportunity, please contact the agency directly.



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