The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.
Customer Service
• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
• Address and resolve customer complaints or concerns in a professional and timely manner
• Processes changes to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Post cards mailed to customers monthly (thank you, happy birthday)
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed
Insurance Sales
• Participates in reviews of existing coverages and may advise customers regarding policy options
• Estimates and quotes policy premiums complying with underwriting guidelines
• Identifies cross-selling opportunities during customer interactions and takes appropriate action
• Contacts appropriate business partners for guidance when needed
Salary Range: $15.00 - $17.00 per hour
Hourly Base Salary + Commission + Bonus Opportunities
Mon-Fri Schedule
Evenings Off
Career Growth Opportunities
Bonuses
Hands on Training
Life Insurance
• Demonstrated customer service experience
• Excellent verbal and written communication skills, plus active listening skills
• Acknowledging and resolving customer complaints
• Maintain a high level of company product knowledge to effectively answer customer queries
• Developing and documenting knowledge into helpful content
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer, Excel)
• Continuously strive to improve customer service skills and knowledge through training programs
• Solid knowledge and understanding of basic mathematical skills
• High school diploma or equivalent work experience
Education/Licenses/Designations
• Property, casualty, life licenses required
• Licenses must be maintained to continue employment
• Valid driver’s license required
• Schedules appointments with existing or prospective customers for the team
• Daily tracking of customer interations and metrics
• Perform administrative functions
• Team email checked daily, complete agency requests received
• Collaborate with other team members and departments to ensure customer satisfaction
• Assists with set up and execution of agency events
• Assist with check/money order handling and banking activities