Office Representative
Job Description
Job Description
Benefits:
- Simple IRA with employer match
- Life insurance
- Bonus based on performance
- Competitive salary
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
We are seeking a licensed and experienced Office Representative to join our insurance agency team. In this role, you will be the primary point of contact for our clients, ensuring excellent service and building strong relationships. While your main responsibilities will focus on customer service, there will also be some sales-related duties to support agency growth. Key Responsibilities:
- Provide exceptional customer service by answering questions, processing policy changes, and handling billing inquiries
- Assist clients with claims and coverage-related matters
- Support new business efforts through cross-selling and upselling when appropriate
- Maintain accurate client records and follow up on outstanding issues
- Collaborate with team members to ensure a seamless client experience
- Active insurance license (Property/Casualty, Life/Health)
- Previous experience in an insurance agency or similar customer-facing role
- Strong communication and problem-solving skills
- Ability to multitask in a fast-paced environment
- Detail-oriented and organized
- Comfortable with sales conversations and client retention strategies
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