Job Description
Job Description
The Megan Toole Agency is GROWING!
The Megan Toole Agency is a full-service multi-line insurance agency where we sell Auto, Home, Umbrella, Commercial, Specialty, and Life Insurance. We are looking for a bilingual customer service representative to join our team!
General Lines Property and Casualty and Life and Health licenses are preferred.
Benefits
Annual Base Salary + Bonus Opportunities
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Responsibilities
- Handle all incoming calls from customers and follow-up.
- Complete Evidence of Insurance requests.
- Document each customer contact in eAgent.
- Take premium payments from customers.
- Thoroughly understand and follow all underwriting, rating and compliance requirements.
- Maintains phone time or sales quotas as determined by management.
- Schedule appointments for sales staff to meet prospective customers.
- Onboarding support
Requirements
General Lines Life and Health license preferred.General Lines Property and Casualty license preferred.If you are not licensed, we can help you obtain!Bilingual is preferred.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.Confident, self-starter who works well independently.Must have ability to multi-task.Excellent Spelling and Grammar skills.Problem-Solving Capabilities.