Insurance Customer Service Representative
Jodi Enderson Agency, Inc.
Job Description
Job Description
Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative 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 not required but would be a greater benefit relating to customers in the beginning for this position.
**All applicants will receive an online assessment immediately after applying. Incomplete assessments will not be considered further for this position.**
Responsibilities
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
- Process customer policy change requests, complete Evidence of Insurance requests and take premium payments form clients.
- Handle all incoming claim calls from customers and make claims follow up calls.
- Document each customer contact..
- Ask each customer for referrals and explain our referral program.
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Informs customers of promotions and new or upgraded products using prepared scripts.
- Respond to all inquiries, cancellation requests, and sales requests within a specified time frame.
Requirements
- Property & Casualty insurance license preferred.
- Life & Health Insurance license preferred.
- Possess a genuine willingness to learn, be intuitive and resourceful and be coach able.
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent Communication/interpersonal skills.
- Follow through and exceed current and prospective client expectations.
- Respond to all inquiries, cancellation requests, and sales requests within a specified time frame.
Benefits
- Paid Time Off (PTO)
- Health Insurance
- Mon-Fri Schedule
- Retirement Plan
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