Customer Service Representative

Our agency is seeking a highly motivated individual to join our team full-time, with the opportunity of a bonus program. Our Customer Service Representative will be responsible for providing exceptional Customer Service while processing and servicing a specific area of our agency's book of business. The insurance industry offers an excellent career path with limitless potential and vast learning opportunities.

Type of Position: Flexible up to 40 Hours a week - Vacation Time and Paid Holidays

Qualifications:

20-44 Insurance License (in office & Hybrid), 4-40 Insurance License or 2-20 License is Preferred (in office & Hybrid)

Microsoft Office computer skills (Word, Excel, Outlook) are highly preferred

Background in Customer Service, insurance and sales are highly preferred

Ambitious professional who is motivated by opportunity for advancement

Active listening and critical thinking skills to quickly analyze and clearly understand specific requests for customer needs

Experience:

Insurance experience 2-3+ years (preferred)

Hourly Base Salary Based on Experience

Paid Time Off (PTO)

Mon-Fri Schedule

Career Growth Opportunities

This Customer Service position is specifically centered around a specific portion of our agency book of business requiring additional processing at renewal. Each day will require calls to clients currently in the process of renewing their policy as well as answering any incoming calls from current clients. A renewal list will be provided to the Customer Service Representative so the renewals can be followed in a chronological fashion. Timely follow up and detailed notation is imperative. This position works closely with the agency owners.

Calling clients regarding insurance policies and required information to process/ maintain these policies.

Notating and following up on all policy and renewals to completion.

Ability to build relationships with customers

Processing policy changes & mortgagee clause changes

Collecting payments on all policies.

Provide documents to mortgage companies for home closings

Marketing new business and renewals/crosselling

Answering the phones and answering client questions regarding their policies

To perform this job successfully, an individual must be skilled in organizing the workday efficiently while multi-tasking. Considerable ability to review policy and client information while conversing over the phone is a must. All team members are required to compose notes regarding all client correspondence and complete appropriate follow ups to complete pending tasks.