Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Salary Range: $40000.00 - $74500.00 per year

Health Insurance

Life Insurance

Paid Holidays

Base Salary with Commissions

Bonus Opportunities

Paid Time Off (PTO)

Supplemental Insurance

Dental Insurance

Vision Insurance

Mon-Fri Work Schedule

Healthcare Spending Account

Team Building Activities

Performance Bonuses

Wellness Benefits

• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Share training and education knowledge and expertise with team members.
• Maintain knowledge of new products.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.
• Cold call, direct email and perform other lead generation activities.
• Schedule appointments for sales staff to meet prospective customers.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provide customers with additional information about new products and services.
• Stay up-to-date on industry market trends and best practices
• Educate clients on the insurance policies that best suit their needs
• Provide policies to new clients and explain benefits/risks of the policy

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• Must have ability to multi-task.
• Must be highly self-motivated.
• Professional phone etiquette.
• Career minded vision.
• Excellent Spelling and Grammar skills.
• Works well with other employees and is a team player with a positive attitude.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• Be capable of handling customer rejection.
• Bilingual, fluent in both English and Spanish is beneficial.
• No insurance experience required but must be willing to learn