Insurance Customer Service Representative

Job Description

Job Description

About Us :

With almost two decades of experience in the insurance industry, Grace Harvey Farmers Insurance Agency has built a successful scratch agency.

Thanks to our hard work, dedication, and commitment to our clients, we have established ourselves as a trusted and reliable insurance agency within the community.

We firmly believe in being present and available for our clients, and we are always willing to go above and beyond to provide top-notch customer service.

We are deeply involved in the community, volunteering our time with local schools and NAMI. For our employees, we offer a culture of understanding, support, and work-life balance.

Plus, we proudly participate in the Farmers Protege program, recently helping a new graduate of the program open their agency doors.

Job Description :

We're looking for a friendly and experienced Insurance Customer Representative to join our team! We need someone with a positive attitude who pays attention to details and communicates effectively.

As a full-time representative, you'll be responsible for providing top-notch customer service, managing policies, and processing claims .

Your duties will include answering customer questions, processing new policies and renewals, making changes to policies, and handling claims .

You'll also need to stay up-to-date with industry trends and regulations. To be considered, you should have a Property and Casualty License, at least two years of experience in the insurance industry, excellent communication skills, strong attention to detail, and the ability to multitask.

If you're interested in working in a fast-paced environment and providing outstanding customer service, we'd love to hear from you!

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Paid Holidays Off

Work-Life Balance

Mon-Fri Schedule

Evenings Off

Professional Work Environment

Equipment Provided

Office Snacks and Coffee

Responsibilities

• Advise clients on suitable insurance policies depending on their needs and objectives.
• Constantly look out for new opportunities to cross-sell / account rounding.
• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Update and Make changes to insurance policies as needed.
• Review insurance policies of current clients and assist with the annual review process.
• Respond to customer inquiries regarding policy questions, changes, and updates. Issue Insurance Documentation (COI, ID cards, etc.)
• Utilize various computer systems to manage policies, claims, and customer information

Requirements

• Property and Casualty License Required
• 2+ years of experience in the insurance industry. Property and Casualty, Life and Health.
• Basic computer software knowledge
• Excellent communication skills, both verbal and written
• Ability to multitask and prioritize tasks effectively while working in a collaborative environment
• Positive attitude and Strong attention to detail
• Demonstrate professionalism over the phone or in the office to create a positive work environment and ensure effective communication.
29 days ago