Customer Service Representative

Our office is looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative/administrative person will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Annual Base Salary + Bonus Opportunities

Dental Insurance

Vision Insurance

Disability Insurance

Mon-Fri Schedule

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Develop new Financial Services opportunities.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Claims follow up calls.
• Schedule appointments for sales staff to meet prospective customers.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Great Customer Service Skills.
• Ability to tactfully handle stressful and difficult situations.