Customer Service Specialist

Job Description

Job Description

Customer Service Specialist position is now available to join our all-lines insurance agency team!

This position is a full time, administrative salaried, in-office position.

There are endless possibilities with the agency & company once trained and given the experience.

Candidates to be considered for this position must be highly motivated, seasoned in customer service experience, organized, dependable, career & customer driven as well as dedicated.

Responsibilities

Responsibilities for customer service are but not limited to the following: Client account & policy servicing, appointment scheduling, cross-selling considerations, payment posting, retention assistance, in-bound & out-bound phone calls, email correspondence, client follow up, new business/existing business quoting, daily past due & cancellation tracking, and assisting with assigned tasks as delegated by agent.

Requirements

Candidates for this position must be fully licensed at minimum in property and casualty authorities in order to be considered for initial employment offer.

It is preferred for candidates being considered for this position to be licensed additionally in life and health insurance authorities.

If Life and health additional authorities are not obtained at the time of employment offer, it will be required of the candidate to obtain both life & health authorities within 60 days of first date of hire.

Post employment reimbursement programs are available for Life/Health class & exam authority fees per contract specifications that will be provided at the time of final stages of the interview process.

Assessment completion is required in order to be considered for the initial stage of the interview process. The assessment is not a pass/fail exam, but rather an evaluation on personality, job environment, and management style preference to ensure the position is a suited fit for you the applicant and us the employer.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Life Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Evenings Off
• Bonus & Commissions
• Holiday Paid Time Off
• Hands on Training