Customer Sales & Service Representatives work to maximize positive customer experiences by responding to customer inquiries regarding the company's products or services. They will communicate with customers about basic underwriting guidelines, policies, and marketing initiatives to service those accounts. Additionally, Customer Sales & Service Representatives will analyze, clarify, and resolve policy and account-related questions. The position of the Customer Sales & Service Representative offers not only the opportunity for retention but agency growth through the expansion of a household by means of cross-selling multiple lines. This action will generate greater retention within the agency as well as new business growth.

Salary Range: $16.00 - $22.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Tuition Reimbursement

Career Growth Opportunities

Hands on Training

Mon-Fri Schedule

Evenings Off

Advancement Opportunities

Mentorship with Established Agent

• Earn Your Insurance Licenses
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.

• Become licensed in Property & Casualty as well as Life, Accident and Health
• Determine customer requirements and expectations in order to help the customer identify specific products and solutions
• Review renewal business and identify appropriate follow-up action based on degree of change
• Cross-sell/up-sell products to existing customers
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
• Assist with the annual review process by contacting customers and preparing personalized customer coverage recommendations based on customers’ needs
• Perform risk analysis and underwriting
• Client/Claims liaison
• Refer unresolved customer grievances or complex customer interactions to senior team member
• Implement/adhere to company and Agency guidelines General customer service duties as presented
• Performs other duties as assigned