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. 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.

Bilingual in Spanish is required.

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.

Schedule Flexibility

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Benefits

Hands On Training

Full-time position

• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure Documents from customers.
• Handle incoming calls from customers.
• Document each customer contact.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Be outstanding at relationship building.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

• Bilingual in Spanish
• 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.
• Proficiency to multi-task, follow-thru and follow-up.
• Must have ability to multi-task.
• A Property & Casualty license is preferred but will train good individual.
• Must be highly self-motivated.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Be equipped with great listening and closing skills.

Recommended Skills

• Closing Skills
• Creativity
• Curiosity
• Customer Service
• Grammar
• Insurance Management And Aftercare