Flatlands Jessup Insurance Group- Customer Service Advisor

2 weeks ago


New Bern, United States Flatlands Jessup Insurance Group Full time
About Us:Flatlands Jessup Insurance Group has been a cornerstone of the insurance industry in Eastern North Carolina since 1963. With a passion for innovative solutions, we pride ourselves on delivering exceptional customer service and building lasting client relationships. As we continue to grow, we are looking for a dedicated Benefits Account Manager to join our team and help us maintain our commitment to excellence.

Job Overview:The Customer Service Advisor plays a pivotal role in our company, serving as the first point of contact for our clients. This position is ideal for someone who excels in customer service and wishes to start or quickly advance their career in the insurance industry. You will be responsible for answering customer calls, responding promptly to emails, managing account renewals proactively, processing payments, and ensuring accurate data entry into our CRM system, EPIC. This role requires a passion for helping others, attention to detail, and a commitment to going above and beyond for client retention.

Key Responsibilities:

  • Serve as the first point of contact for client inquiries via phone and email, providing timely and empathetic responses.
  • Proactively manage account renewals, ensuring clients are informed and satisfied with their insurance solutions.
  • Process customer service requests with efficiency and accuracy.
  • Take and process payments, maintaining meticulous financial records.
  • Ensure all client interactions and transactions are accurately recorded in our CRM system.
  • Build and maintain strong, long-lasting client relationships by providing exceptional service.
  • Achieve licensing in insurance (if not already licensed) with the support and expense coverage of Flatlands Jessup Insurance Group.
Qualifications:
  • Proven customer service experience, preferably in the insurance industry or a related field
  • Excellent communication skills, both verbal and written
  • Strong organizational and multitasking abilities
  • Proficiency in using CRM systems, particularly EPIC, is highly desirable.
  • High school diploma required; further education or certifications in insurance or related fields is a plus
  • Must be willing to obtain insurance licensing within a designated timeframe if not already licensed
Why Join Flatlands Jessup Insurance Group?
  • Commitment to our core values:
    • Leveling-up individuals and getting 1% better each day
    • "High-fiving" teammates, fostering a positive and encouraging work environment
    • Wow-ing customers by going above and beyond to offer truly best-in-class service
    • Community building through volunteering and sponsorship opportunities
  • Flexible career development opportunities as you gain experience in Health, Medicare and P&C insurance simultaneously
  • Supportive team environment with clear expectations, roles and responsibilities
  • Flexible summer hours to promote work-life balance
Job Specifics:

Paid Training, competitive compensation and benefits, team building events, half days on Fridays through the summer and the work-life balance you have been looking for
  • Reports to the office in New Bern, NC
  • Potential Salary: $40-50k
  • Office Hours: Monday-Friday 8a-5p (off at 1p during the summer every other week)
  • Benefits offered after probationary period: Health, Vision, Dental, Critical Illness, Accident, Short-Term Disability

~This company works in partnership with Remarkable People Solutions to fill this position. Any communication from RPS is done on behalf of this company. All positions are direct hire positions with this company and not with RPS~
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