Entry Level Customer Service Representative for Personal Insurance

Job Description

Job Description

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