Bilingual Licensed Insurance Customer Service/Retention Agent

Job Description

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer retention team. We are currently seeking to fill a full-time position. Our Customer Retention Agent will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is required as it's a greater benefit relating to customers in the beginning for this position.

**You must be Property and Causality licensed to be considered for the position or be willing to complete licensing. Agency will pay for all licensing cost.

**All applicants will receive an online assessment immediately after applying. Incomplete assessments will not be considered further for this position.**

Annual Base Salary + Commission

Paid Time Off (PTO)

Mon-Fri Schedule

Evenings Off

Hands on Training

• Answering phones, assisting customers and completing re-shop of existing policies.
• Professional phone etiquette
• Ability to perform client focused needs analysis
• Career minded vision
• Follow through and exceed current and prospective client expectations
• Multi-tasking skills
• Setting goals with an action plan
• Building relationships with clients
• If you are motivated to succeed and can see yourself in this role.

please upload your resume. We will follow up with you on the next

steps in the interview process.

• Maintain upbeat, positive attitude
• Willingness to learn and be coach able
• A great self starter
• Basic computer skills
• Proficient in n Microsoft Word, Excel, and various windows application