Independent Insurance Agency Admin • • • • • Candidates must do personality profile to be considered

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 Based on Experience

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Responsibilities

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• 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.
• Maintain knowledge of new products.
• Claims follow up calls.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Schedule appointments for sales staff to meet prospective customers.

Requirements