Customer Service for Insurance Agency

Job Description

Job Description

Our office is looking to hire the right individual to join our service team. We are currently seeking to fulfill a full-time position. Our service rep will be responsible for providing exceptional customer service to our current clients and new prospects, obtaining information and quoting policies, 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 + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Mon-Fri Schedule

Life Insurance

Retirement Plan

Evenings Off

• Process customer change requests.
• Secure all Trailing Documents from customers.
• Handle incoming claims and service callsfrom customers.
• 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.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Be outstanding at relationship building.

• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Professional phone etiquette.
• Excellent Spelling and Grammar skills.
• College Degree -preferred but not required