Customer Service Representative

Role Overview

The Customer Service Representative is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism. They will conduct specific service and marketing activities, interacting with customers, insurance carriers, and fellow employees.

What You Will Do

Provide service to existing clients, answer customer calls and correspondence, work with new clients, set appointments, and resolve product or service issues. Maintain records of customer interactions and transactions, and collaborate with team members.

Why It Might Be a Fit

This role requires strong knowledge of insurance products and usages, excellent customer focus, and strong written and verbal communication skills. The ideal candidate will have a sense of urgency, attention to detail, and the ability to handle difficult situations with customers.

Requirements

• Hold the insurance license required by your state
• Minimum of two years Commercial & Personal lines insurance account management experience
• Bachelor’s Degree or comparable work experience
• Strong knowledge of insurance products and usages
• Excellent customer focus and phone manner
• Strong written and verbal communication skills
• Excellent math and reading skills
• Sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills
• Technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation

Benefits

• Competitive Pay
• Professional Development
• Job Stability in a growing industry