Insurance Customer Service Representative

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position as a Customer Service Representative. You 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 experience and knowledge is required.

This is an for an in office position only.

Salary Range: $45000.00 - $80000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Responsibilities

• Develop insurance quotes, make sales presentations, and close sales.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Take premium payments from customers.
• 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.
• Return all phone messages promptly.
• Maintain knowledge of new products and services.
• Prospecting and generating new business through leads & referral sources.
• Generating insurance quotes.
• Provide exceptional customer service and support.
• Be outstanding at relationship building.
• Develop and maintain client relationships.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Be a fantastic presenter.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Prior Sales Experience.
• Follow through and exceed current and prospective client expectations.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• A Property & Casualty insurance license is required.
• Strong work ethic and leadership skills.

Enthusiasm, optimism, and a willingness to see the good in every situation.