Customer Service Representative

Job Description

Job Description

Customer Service Representative

Martin Agency is seeking a dependable, friendly, and motivated Customer Service Representative to join our team. This is a full-time, in-office position with the opportunity to develop into a licensed insurance professional and take on additional sales and service responsibilities over time.

Insurance experience is not required. We are looking for the right person and are willing to provide training and assist with obtaining the necessary insurance license.

What We Are Looking For

The ideal candidate is someone who:

Is dependable and consistently shows up ready to work

Enjoys helping and communicating with people

Has a friendly and professional personality

Communicates clearly by phone, email, and in person

Is comfortable working on a computer throughout the day

Pays attention to details and follows through on tasks

Can manage multiple requests and changing priorities

Is willing to learn new systems and insurance concepts

Works well as part of a close-knit team

Takes responsibility for their work

Is comfortable eventually discussing insurance products and selling to customers

Is interested in developing a long-term career rather than simply finding a short-term job

Experience

Previous customer service, office, banking, retail, sales, or insurance experience can be helpful, but insurance experience is not required.

We place greater importance on attitude, dependability, communication skills, willingness to learn, and the ability to take care of customers.

Responsibilities

Initially, this position will focus heavily on helping our customers and supporting the day-to-day operation of the agency. Responsibilities will include:

Answering incoming phone calls and directing customers to the appropriate team member

Greeting and assisting customers who visit the office

Taking and processing customer payments

Assisting customers with billing questions and routine policy questions

Processing policy changes and service requests

Gathering information and documentation from customers

Communicating with insurance companies on behalf of customers

Following up on outstanding customer requests

Maintaining accurate customer and policy information in our agency management system

Supporting agents and other team members as needed

Helping ensure customers receive prompt, professional, and friendly service

Growth Into a Licensed Insurance Role

We want this position to develop into more than basic customer service.

After becoming familiar with our agency and successfully obtaining an insurance license, the employee will gradually take on additional responsibilities, including:

Responding to inbound insurance inquiries

Gathering information needed to prepare insurance quotes

Quoting personal insurance policies

Explaining coverage options to prospective customers

Following up with prospects

Helping customers select appropriate coverage

Writing new policies and completing the sales process

Identifying opportunities to provide additional insurance products to existing customers

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Must have ability to multi-task.
• Follow through and exceed current and prospective client expectations.
• Works well with other employees and is a team player with a positive attitude.
• Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.

Benefits
Paid Time Off (PTO)###Dental Insurance###Vision Insurance###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Parental Leave###