Customer Service Representative

Job Description

Job Description

Benefits :

Simple IRA

Licensing paid by agency

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Position Overview :

As a Customer Service Representative , you will be a key point of contact for our clients, providing timely and accurate information while ensuring a positive customer experience. This role involves addressing inquiries, resolving issues, and offering support on a variety of insurance-related matters.

Responsibilities :

• Establish customer relationships and follow up with customers, as needed.
• Responding promptly to customer inquiries via phone and email.
• Providing information about insurance policies, coverage details, and claims processes.
• Assisting clients with policy changes, updates, and renewals.
• Investigating and resolving customer issues or concerns with empathy and professionalism.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Requirements :

• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal, and listening
• People-oriented
• Detail oriented
• Proactive in problem-solving
• Able to learn computer functions
• Ability to work in a team environment
• Property / Casualty license (must be able to obtain)