Insurance Advisor

Job Description

Job Description

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.

Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Health Insurance

Responsibilities

• Process customer policy change requests.
• Complete Evidence of Insurance requests.
• Document each customer contact in Apex.
• Take premium payments from customers.
• 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.
• Share training and education knowledge and expertise with team members.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Assess and identify the wants and needs of your customer(s) over the phone
• Uphold the wants and needs of your customers
• Educate clients on the insurance policies that best suit their needs

Requirements