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Licensed Customer Service and Sales Representive
4 months ago
Customer Service and Sales Representatives work to maximize positive customer experiences by responding to customer inquiries or complaints regarding the company's products or services. They will communicate with internal and external customers about basic underwriting guidelines, policies, and marketing initiatives to service customer accounts. Additionally, Customer Service and Sales Representatives will analyze, clarify, and resolve policy and account-related questions. The position of the Customer Service and Sales Representative offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Mon-Fri Schedule
Hands on Training
Responsibilities
Determine customer requirements and expectations in order to help the customer identify specific products and solutions
Solicit, sell and negotiate new business policies
Review renewal business and identify appropriate follow-up action based on degree of change
Cross-sell/up-sell products to existing customers
Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers' needs
Perform risk analysis and underwriting
Client/Claims liaison
Refer unresolved customer grievances or complex customer interactions to senior team member
Monitor calling activity and production for agency marketers
Implement/adhere to company and Agency guidelines
General customer service duties as presented
Performs other duties as assigned
Requirement
Required: Arizona Insurance License for Property & Casualty, Life, Accident and Health
Business Results: Able to meet individual performance metrics and goals.
Multi-tasking: Able to successfully juggle multiple priorities at any given time.
Attention to Detail: Maintain accurate and descriptive accounts of all customer interactions
Communication: Possess outstanding written and verbal communication skills.
Job Knowledge: Understand basic product, billing, underwriting, and processing guidelines. Teamwork: Accept feedback when offered and work well with others.
Problem solving: Able to research and identify timely solutions to customer-related problems.
