Sales Assistant/Customer Service Representative

Customer Service Agent Job Description

As a Customer Service Agent, you are the front line of the agency. Your primary role within the agency is to ensure an exceptional customer service experience for every client.

Core Responsibilities:

• Handling inbound calls
• Processing client email requests
• Process payments and policy changes,
• Claims Advocacy
• Payment Audit Calls
• Cancellation Audit Calls.
• Educating clients on their policies and coverages
• Scheduling Insurance Reviews
• Handling Undisclosed Drivers
• Handling Roof Updates
• Cross Selling existing clients
• Asking for Referrals
• Asking for Google Reviews
• Be Flexible and maintain a positive attitude.

* These responsibilities are versatile and subject to adjustment in accordance with the agency's current demands*

Sales Support Job Description

As Sales Support your primary role within the agency is to provide administrative support to the sales department with all New Business Sales to ensure compliance for the agency. Including Endorsements/Billing within the first 30 days of sale, monthly spot check endorsements on New Business Sales, checking on inspections and providing customer service to all new customers.

Core Responsibilities:

• Providing administrative support to Sales Producers
• Onboarding for all new business,
• Assisting in compliance for all new business sales
• Handling property inspections
• Handling endorsements and responding to billing inquiries in the first 30 days following a sale
• Providing customer service to all new customers
• Declaring coverage approvals, ITV variance/ITV issues
• Daily Quoting reports
• Verifying discounts on monoline policies
• Prior insurance cancellations
• Working hand in hand with sales managers or agents to address any training opportunities
• Be flexible and maintaining a positive attitude

* These responsibilities are versatile and subject to adjustment in accordance with the agency's current demands*

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Vision insurance

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Language:

• English (Required)
• Spanish (Required)

License/Certification:

• P&C Insurance License (Required)

Ability to Relocate:

• Humble, TX 77396: Relocate before starting work (Required)

Work Location: In person