Insurance Customer Service Representative

5 days ago


Destin, Florida, United States Waterfield & Associates, Inc. Full time
Job Summary

We are seeking a highly organized and efficient Insurance Customer Service Representative to join our dynamic team at Waterfield & Associates, Inc. Destin Insurance Group. As a key member of our team, you will be responsible for providing exceptional service to existing clients, assisting in marketing efforts to attract new customers, and implementing retention strategies to foster loyalty and satisfaction.

Key Responsibilities
  • Provide top-notch service to existing clients, ensuring their needs are met and exceeded.
  • Collaborate with our marketing team to develop and implement strategies to attract new customers.
  • Develop and execute retention strategies to foster loyalty and satisfaction among our client base.
  • Ensure ongoing engagement and satisfaction through consistent communication with clients.
  • Identify opportunities to upsell additional products to existing clients, driving revenue growth and increasing customer satisfaction.
  • Process insurance policy payments accurately and efficiently, ensuring timely and seamless transactions.
  • Develop and implement strategies to exceed quotas and performance objectives, driving business growth and success.
  • Prepare and issue insurance documents promptly and accurately, ensuring compliance with regulatory requirements.
Requirements
  • Must be willing to obtain a Property and Casualty License and have previous customer service or office experience to be considered.
  • Licensing Reimbursement Program Available.
  • Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.
  • Meticulous attention to detail in all tasks and responsibilities.
  • Clear and effective communication skills, both written and verbal, and strong computer skills.
  • Proficient in navigating and utilizing features of agency-specific software platforms.
  • Capable of handling multiple tasks simultaneously.
Benefits
  • Annual Base Salary + Commission + Bonus Opportunities.
  • Paid Time Off (PTO).
  • Hands on Training.
  • Evenings Off.
  • Licensing Assistance.
  • Work-Life Balance.
  • Weekends Off.
  • Holidays Off.
  • Paid Holidays.
  • 401k Plan.
  • Paid Sick Leave.
  • Personal Workspace.
  • Monday - Friday (8:30am - 4:30pm) Work Schedule.
  • Career Growth Opportunities.
  • Retirement Plan.


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