Customer Service Representative

SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.

SUMMARY
Responsible for providing a wide variety of support services, including the development of valuable leads for insurance and insurance related products, and to promote the company's product portfolio via the telephone and internet to support the organization to increase company revenue and profit.


ESSENTIAL DUTIES AND RESPONSIBILITIES
Customer Service: Place and receive outbound and inbound calls related to the development of insurance leads. Promote the company's product portfolio and provide service assistance to consumers; Respond to consumer inquiries through calls both inbound and outbound as well as internet inquiries. Deliver prepared scripts to prospects and leads with the intent of delivering a qualified prospect or lead to a Licensed Agent. Communicate with consumers regularly regarding rate changes, new product offerings, additional product information, and new policy issuance. Monitor compliance with program reporting rules and service requirements. Update and maintain proprietary Lead Advantage System in accordance with policies and procedures. Document each and every consumer contact with detailed notes;

Special Projects: Work collaboratively with fellow staff to advance the values and mission of the organization and Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management;

Performs other duties as assigned by management.


QUALIFICATIONS
EDUCATION / EXPERIENCE
High School Diploma or GED

One (1) or more years Customer Service experience

Customer service or call center experience


Strong verbal and written proficiencies of the English language


SKILLS
Working knowledge of insurance services industries


Knowledge of the general industry procedures, practices and terminology

Skill in working effectively with inbound and outbound callers/customers

Skill in negotiating and problem solving to resolve internal and external conflicts

Skill in the use of office equipment including computer, fax, printer, telephone system, etc.


Skill in the use of time management and organization skills

Skill in maintaining effective working relationships with all customers, employees and the general public

Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred)

Ability to communicate effectively, both orally and in writing, in a constructive manner

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner

Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations

Ability to engage in effective interpersonal interaction, verbal communication and written communication

Ability to persuade

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests

Ability to read, write and communicate English effectively

Ability to maintain all company policies, including all confidentiality and safety policies

Ability to actively contribute to team effort

Ability to work independently, exercise independent judgment, make and execute decisions

Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame

#LI-GS1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the " Apply " button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to View email address on click.appcast.io

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