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