Customer Service Agent

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. Our Customer Service Representative 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.

• $250 Credit or 50% towards your chosen Health Insurance Plan
• Full Supplemental Benefits
• 401K after 2 years
• Accrued PTO

• 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.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Be outstanding at relationship building.
• Claims follow up calls.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

• Possess an upbeat, positive and enthusiastic attitude.
• Must have ability to multi-task.
• Must be highly self-motivated.
• Career minded vision.
• 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.
• Be able to obtain or currently possess a Property & Casualty insurance license.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.

Recommended Skills

• Claim Processing
• Customer Service
• Finance
• Friendliness
• Grammar
• Insurance Management And Aftercare