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 fill a full-time sales and service position. Our Customer Service Representative will be responsible for providing exceptional customer service, upselling and cross-selling our current clients, and at times selling to new prospects. CSRs will process policy change requests, maintain knowledge of our products, and answer any questions our clients may have while strengthening relationships and prioritizing the retention of our clients.

Insurance industry or office experience and knowledge is not required but preferred as it would help you to get up to speed and contribute to the team faster. Comprehensive training is provided, with or without prior experience.

Salary Range: $30,000.00 - $45,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

• Possess a coachable, upbeat, positive, and enthusiastic attitude.
• Proficiency in multi-tasking, with follow-through that exceeds client expectations.
• Customer Service experience within office environments.
• Property & Casualty license (Preferred)
• Life & Health license (Preferred) 
• Sales experience (Preferred).
• Bilingual, fluent in both English and Spanish (Preferred).

• Develop insurance quotes, and makes sales, while providing exceptional customer service. 
• Process customer policy changes and document requests.
• Handle all incoming claim calls from customers.
• Take payments from customers.
• Answer incoming phone calls on the first ring.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.