Benefits/Perks

Competitive Pay

Professional Development

Job Stability with an established agency

Job Description We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.

Responsibilities

Provide service to existing clients related to updating policies, answering questions, and providing documentation.

Answer customer calls and correspondence regarding new or existing insurance policies

Work with producers in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, and negotiate with carriers when necessary.

Resolve product or service issues by clarifying the producer or client concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.

Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.

Collaborate with team members, supervisor, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.

Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.

Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, and carrier website navigation.