Personal Lines Insurance Customer Service Representative

Job Description

Job Description

Fulfill Your Career Ambitions as a Personal Lines Insurance Customer Service Representative at BGM Insurance .

Discover a rewarding career at BGM Insurance , a privately owned, family-run business committed to providing exceptional insurance services. Our our salaried employees enjoy a consistent schedule ( Monday - Friday, 9am - 5pm ). Embracing a business casual dress code, our office cultivates a professional yet fun environment. At BGM, we celebrate life's milestones with our employees, from birthdays and weddings to welcoming new babies. Regular office potlucks and cookouts further enhance our sense of community and camaraderie.

As an Entry Level Personal Lines Insurance Customer Service Representative , you'll play a crucial role in providing top-notch service to our valued clients. This entry-level position offers a fantastic opportunity to learn the ins and outs of the insurance industry, with a focus on personal lines. Join a team that values collaboration, professionalism, and a supportive work atmosphere.

Become a part of our BGM family, where our office is more than just a workplace it's a community . Our employees love the family-like atmosphere, the diverse interactions with clients, and the support we offer each other. Join us if you want a career where you're not just hired but provided with the tools to succeed. At BGM, we take pride in our workplace, and we believe you will too. We aim to retire our employees, not just hire them, and with the right attitude, we are committed to providing the resources you need for success.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Retirement Plan

Evenings Off

Bonus Opportunities

Licensing Assistance

Work-Life Balance

Weekends Off

Holidays Off

Paid Holidays

401k Plan

Professional Development

Advancement Opportunities

Mentorship

Continuing Education Opportunities

Ongoing Training Seminars

Hands on Training

Professional Work Environment

Team Building Activities

Retirement Benefits

Paid Parking

Equipment Provided

Office Snacks and Coffee

Optional Profit Sharing Program

• Nurture strong customer relationships and aim to increase client retention and product loyalty.
• Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
• Issue Insurance Documentation (COI, ID cards, etc.)
• Answering incoming phone calls and scheduling appointments.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
• Shop renewals based on client updates and plans and current market conditions.

• Property and Casualty License required. A license is not required to apply. We will pay 100% for licensing.
• We are seeking individuals with a naturally outgoing and personable demeanor , capable of building positive relationships with clients and contributing to a warm and welcoming office atmosphere.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Handle various client interactions , policy inquiries, and administrative duties concurrently, without compromising the quality of service.
• Act as a dedicated team player , fostering collaboration and supporting colleagues in delivering excellent service to clients.
• Set ambitious renewal and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients.
• Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.