Job Description

Job Description

Job Description

Benefits:

• 401(k) matching
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Parental leave
• Training & development
• Vision insurance

Job Summary
The Insurance Customer Service provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals.

Responsibilities

• Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
• Processes change to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Schedules appointments with existing or prospective customers for agency employees

Qualifications

• Active insurance license required.
• Demonstrated customer service experience.
• Effective communication skills
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
• Solid knowledge and understanding of basic mathematical skills
• Ability to multi-task customers and daily tasks to meet goals set by agency.

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