Insurance Customer Service Representative

Job Description

Join our Team at Ken Summerfield AmFam Agency!

With 27 years of dedicated service, we pride ourselves on providing personal, commercial, and life insurance solutions, currently focusing on life insurance. Our close-knit team has two full-time positions, and one part-time role (claims, retention, occasional service) available. Led by Megan, Ken's daughter, our dynamic work environment emphasizes excellence, client satisfaction, and teamwork. Enjoy efficient task handling, a collaborative culture, and the luxury of your own office space. Join us in delivering exceptional service in the insurance industry!

As an Insurance Customer Service Representative at Ken Summerfield AmFam Agency, you'll play a crucial role in our commitment to education, communication, and customer satisfaction. This position involves serving a diverse clientele, working with cutting-edge technology, and contributing to a collaborative and supportive team environment. With our competitive commission structure, candidates can make an additional commission with any new business sold.

Join our team if you're seeking a role as an Insurance Customer Service Representative who values feeling supported and continuous growth. Ken Summerfield AmFam Agency is committed to providing a supportive and challenging environment where your contributions matter.

Hourly Pay Starts at $20 / hour or higher depending on experience and licensing.

Salary: $20.00 per hour

Hourly Base Salary Based on Experience

Licensing Assistance

Paid Time Off (PTO)

Evenings Off

Weekends Off

Professional Work Environment

Equipment Provided

Dental Insurance

Vision Insurance

Hands on Training

Health Sharing Insurance

Paid Sick Time

Personal Work Space

Team Building Activities

Weekly Lunch Paid by Owner

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
• Issue Insurance Documentation (COI, ID cards, etc.) and assist customers with signing up for Auto-pay and finalizing policy documents.
• Answering incoming phone calls and scheduling appointments.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.

• NO PREVIOUS EXPERIENCE REQUIRED. We will pay 100% for licensing.
• An insurance license is not required to apply. We will invest time into helping the right candidate become an insurance expert.
• Assess incoming tasks, requests, and inquiries to determine their level of urgencyand importance, effectively managing time and resources to meet client needs.
• Handle various client interactions, policy inquiries, and administrative duties concurrently, without compromising the quality of service.
• Communicate effectively through written and verbal means, both with clients and team members, to provide clear, concise, and informative responses.
• Demonstrate professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.