Insurance Customer Service Representative

Job Description Job Description Family First Financial is seeking an experienced property and casualty insurance customer service representative. We are an independent insurance agency that’s been helping Floridians find affordable and reliable insurance solutions for almost 20 years. Honesty, integrity, and professionalism are the cornerstones on which we’ve built lasting and meaningful relationships with our customers. As a growing company, we need a positive and strong communicator willing to continue building those relationships with both existing and new clients.
As a Customer Service Representative for Family First Financial, your interaction with our customers will help them feel like they’re a part of our family. Whether you’re helping them find new insurance, making changes to their current policies, or responding to their questions and concerns, your service will give our customers peace of mind and bring you fulfillment as you start, what we hope, is a life-long career at Family First Financial.
At Family First Financial, we offer a very competitive starting salary. Please take a look at the other benefits we offer:
· PTO: We offer PTO
· Health Benefits: Health Insurance Benefits available
· Retirement: 401k/Simple Plan available
· Bonus/Commission: Agency Best Commission Structure
· Flexibility: As parent’s, children, and siblings, ourselves, we appreciate the importance of family and offer flexibility when duty calls!
· Remote/Hybrid Work: There is the possibility to work remotely on a part-time basis after a trial period.
· Education Reimbursement: We offer reimbursement for certain licenses & free continuing education for active licenses
· Culture: Our office is a warm, friendly, and positive place to work.
· Paid Training
· Commission: Family First Financial’s success is uniquely tied to your own; we offer a robust commission and bonus structure.
· Growth: The opportunities to further your career and make a great living are only as limited as you make them
· Location: Easily accessible and conveniently located
· Dress: Business casual
Responsibilities:
Assess customer needs and advise clients on coverage options.
Provide quotes, prices, and required information promptly
Selling related products to customers
Develop and maintain professional relationships with customers
Prepare and make policy changes
Maintain strong knowledge of company products, pricing, and policy features
Maintain knowledge of competitors and provide feedback
Routine follow up with customers
Answer phone promptly, professionally, and courteously
Maintain appropriate records in agency management database, including client conversations
Perform and complete tasks in a timely manner
Organize and prioritize tasks
Identify & offer insurance solutions to customers
Skills, qualifications, and experience:
3 Year prior insurance customer service or sales experience
Current 4-40 or 20-44 License
Excellent customer service and interpersonal skills needed to work with customers
Willingness and ability to sell insurance products
Positive attitude and kind demeanor
Ability to fluently speak and write in order to respond to questions and present information
Ability to read, analyze, and interpret information
Adept at multi-tasking, organization, & promptness
Ability to problem solve and deal calmly in situations where limited standardization exists
Self-motivated and teamwork-oriented
Willing to offer clients new policies
Able to add, subtract, multiply, divide and work with percentages
Ability to carry out detailed oral or written instruction
Able to operate a keyboard, computer, printer, fax machine, scanner, and copier
Familiar with Microsoft Word, Excel is preferred
High School Diploma or AA Degree
Valid drivers license and able to commute to office