Insurance Customer Service Representative/Sales

Job Description

Job Description

Do you enjoy helping others and are you detailed oriented? Are you comfortable with talking to people on the phone and using a computer all day, so you are computer literate? Do you like to work with numbers and learn new things? Do you desire to be part of a team and want to be part of the solution and not the problem? If this sounds like you, please read on.

We are a team of people helping people. Our independent insurance business is based on the relationships we build within our Team, our clients, potential clients, our community and the companies we work with. As an independent insurance agency, we work for our clients, not one insurance company.

Our hours are Monday thru Friday from 8:30 – 5:00 and we will provide training. You may be asked to work occasionally during an evening or Saturday to support local and community events.

Job Responsibilities:

• Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
• Supporting teammates with follow up for clients and prospects
• Research and resolve coverage questions
• Promptly respond to client needs either on the phone or electronically
• Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
• Cultivate new opportunities and offer additional lines of insurance through consultative selling
• Assist with other office duties as they arise and are needed

Professional and Personal Skills: 

• Proficient with Microsoft Word, Excel, Outlook and a calculator
• Type quickly and accurately 
• Excellent communication skills both verbal and written
• Organized, structured, punctual and will follow the rules 
• Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest

Wages and Compensation:

• We offer competitive wages between $18 - $20 depending on experience and if you already have a license, bonuses for performance and other benefits are available as well.

Experience Requirements:

• No previous insurance experience is required. We will train and educate the successful candidate. However, having previous experience working within the insurance industry is a bonus.