Welcome to Dave Terpening Insurance Agency, where excellence is our standard. With a legacy of top brokerage awards and a dedication to serving high-end clients, we pride ourselves on being a boutique-type agency. Our core values guide everything we do, ensuring exceptional service and client satisfaction.

Join our team as a Personal Lines Insurance Customer Service Representative at Dave Terpening Insurance Agency. In this role, you'll have the opportunity to work in a dynamic and supportive environment, serving our high-end clientele. With a focus on providing exceptional customer service and utilizing your insurance expertise, you'll play a crucial role in maintaining client satisfaction and contributing to our agency's success.

At Dave Terpening Insurance Agency, we offer more than just a job—we offer a rewarding career opportunity with excellent benefits and opportunities for advancement. If you're looking to join a dynamic team in a supportive environment and serve high-end clients, then we want to hear from you. Apply now and become part of our legacy of excellence in insurance services!

Salary Range: $20.00 - $27.00 per hour

Benefits

Hourly Base Salary Based on Experience

Licensing Assistance

Paid Time Off (PTO)

Paid Holidays

Advancement Opportunities

Continuing Education Opportunities

Professional Work Environment

Referral Bonus

Group Health Plan

• Property and Casualty License required. A license is not required to apply. We will reimburse for licensing.
• Must have 2 years in a professional services environment (banking, real estate, accounting, insurance, law firm, etc.)
• We are seeking individuals with a naturally outgoing and personable demeanor, capable of building positive relationships with clients and contributing to a warm and welcoming office atmosphere.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service.
• Act as a dedicated team player, fostering collaboration and supporting colleagues in delivering excellent service to clients.
• Set ambitious renewal and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients.
• Computer Skills - MS Word, Excel, Outlook
• Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
• Issue Insurance Documentation (COI, etc.)
• Answering incoming phone calls and scheduling appointments.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
• Process renewals based on client updates and plans and current market conditions.