CSR / Office Manager

Job Description

Job Description

Are you ready to deepen your understanding of the insurance industry or start a new career in a growing agency in a recession proof industry. Office based work with a consistent schedule and this opportunity comes with an immersive, hands-on job training which gives you all the tools to achieve success through building relationships. We are looking for candidates with excellent communication skills and a deep need to help others. Must have strong ethics and ability to be a lifelong learner as the industry is always changing, providing new earning opportunities.

Hourly Base Salary + Commission + Bonus Opportunities

Agency Training Program

Career Growth Opportunities

Mon-Fri Schedule

401 K Benefits

Paid Holidays

Sick + Vacation Time

Bonus Opportunities

First responder for incoming service tasks (walk-ins, calls, etc.)

Perform service tasks (processing payments, scheduling appointments, updating customer account screens, taking a customer change request, filing, checking and contacting customers about alerts daily)

Make outbound phone calls to schedule sales appointments for our agents

Assisting producer/agent in the sales process to take tasks off their plate

Ensure client records are maintained and respond to client matters in a timely manner, including questions and issues surrounding claims, eligibility, enrollment, and rates

Research and resolve coverage questions

Perform commercial service tasks (commercial certificates, commercial renewal policy updates, non-renewals, cancellations and other policy changes, claim submissions)

Establish/continue customer relationships and follow up with customers, as needed

Ensure client records are maintained and keep track of outside lines renewals in excel doc.

Pull files and help producers/agents prepare for FFR or renewals

Assist commercial customers with audits when necessary

Maintain office inventory and supply order lists, communicate with office staff other needs

Qualified applicants must be at least 18 years old, have the ability to successfully complete a background check, and must currently possess or be willing to obtain at least a state P&C insurance license within 45 days

License is Required, but office will pay or reimburse for licensing.

Excellent communication skills, both written and verbal - Must be comfortable talking to people on the phone

Proficient with a computer: Microsoft Word, Excel, Outlook and a calculator

Must be able to type quickly and accurately for fast documented communication

Organized, structured, punctual and will follow the rules

Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest.

Must have the ability to keep customer information and situations confidential

Customer Service, existing business, or education experience preferred

2 to 3 years of experience in the insurance industry along with a thorough understanding of all insurance coverages, underwriting and rating concepts is preferred