Benefits:

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Employee discounts

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Small Business Customer Service Representative

Are you passionate about providing exceptional service and building strong customer relationships? We’re looking for a dedicated Small Business Customer Service Representative to join our team. In this role, you'll be the go-to person for quoting small business insurance, handling inquiries, and ensuring our clients receive top-notch support with professionalism and efficiency.

Benefits & Perks:

Competitive Pay

Professional Development opportunities

Job Stability in a growing industry

Career Advancement potential for taking on larger roles and more complex tasks

Private Office in a professional setting

Regular Hours: 8 AM to 5 PM, Monday to Friday, with a 1-hour lunch break

Paid Time Off: Holidays, personal days, vacation, sick days, and PTO

Comprehensive Benefits: 401(k), 100% paid health insurance

Work-from-Home Options after completing the initial period

Key Responsibilities:

Provide outstanding service to existing clients by updating policies, offering quotes, processing payments, answering questions, and handling documentation.

Manage customer calls and correspondence regarding both new and existing insurance policies, and service all claims.

Assist new clients or support producers by understanding their needs, gathering data, researching policy options, presenting solutions, finalizing and binding coverage, and negotiating with carriers when needed.

Schedule appointments or client calls to review existing policies, liability limits, coverage needs, replacement costs, and renewals.

Offer detailed information about products and services, process renewals or cancellations, take payments, and provide necessary documentation.

Address product or service issues by identifying concerns, determining solutions, and following up to ensure resolution.

Verify the accuracy of audits or policies and facilitate corrections between clients and carriers as needed.

Maintain records of customer interactions and transactions in the agency management system (AMS360).

Collaborate with team members, mentor staff, provide expertise, and participate in meetings as required.

Qualifications:

Insurance License: Must hold the required state license and have at least two years of commercial lines insurance account management experience.

Education: Bachelor’s Degree or comparable work experience.

Industry Knowledge: Strong understanding of insurance products, rating procedures, underwriting, coverages, and industry operations.

Customer Focus: Excellent phone manner, written and verbal communication skills, and ability to handle complex customer issues.

Skills: Attention to detail, organizational skills, multi-tasking, problem-solving, and ability to work independently.

Time Management: Strong time management and personal accountability.

Technical Proficiency: Familiarity with agency management systems, rating tools, and carrier websites.

Ready to make a difference and grow with us? Apply today and join our team! 🌟

#JobOpening #CustomerService #Insurance #CareerOpportunity #JoinOurTeam