Customer Service Representative

2 hours ago

Oak Harbor, Washington, United States Tradewinds Insurance Full time

Seeking Customer Service Representatives for Insurance Agency.

No insurance experience necessary An insurance license must be obtained in the first 30 days at no cost to the individual.

CSR positions are in-office, M-F hours, no evenings or weekends, with opportunities for advancement.

Benefits for some CSR positions include:

  • Paid time off (Vacation and sick)
  • Medical and dental
  • Matching 401k

[RESPONSIBILITIES]

  • Open and close the office each business day
  • Answer all incoming calls; assist or direct to someone that can
  • Greet walk-in clients; assist or direct to someone that can
  • Assist in production of new accounts and the retention of existing accounts
  • Service client accounts
  • Working knowledge of all agency client service standards and procedures
  • Process all incoming personal lines mail as assigned
  • Process outgoing mail daily
  • Draft and type correspondence to clients and companies according to agency standards
  • Create and recognize opportunities to develop client accounts
  • Actively participate in team meetings, goals and community events
  • Perform other duties as assigned

[PERSONAL CHARACTERISTICS]

  • Teachable; demonstrates life-long learning; progresses in academic/industry growth
  • Strong, thorough work ethic with a personal commitment to excellence and a yes attitude when faced with new challenges
  • Flexible; able to partner well with co-workers and community partners
  • Able to take the initiative / follow through on all aspects of work projects
  • Work well under pressure

[REQUIREMENTS]

  • Minimum high school diploma and/or GED equivalent
  • Obtain and maintain a Washington State Producer License
  • Typing and data entry skills required – Min. 40wpm with high level of accuracy
  • Good written and oral communication skills
  • Professional in appearance
  • Basic knowledge of accounting and cash handling
  • Working knowledge of Microsoft Office Suite of products
  • Must be able to lift a minimum of 25lbs

Only those seriously committed to being a loyal team member of our fast paced, forward thinking culture need apply.

Job Type: Full-time

Pay: $ $19.50 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Work Location: In person

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