P&C Licensed Customer Service Representative

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

It is a requirement to have a Property & Casualty Insurance License for this position. However, if you have already taken the required course for the P&C Exam-you would be considered.

• Paid Time Off (PTO)
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Maintain knowledge of new products.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Claims follow up calls.
• Provides on-going support to insurance clients as needed.

• Possess Property & Casualty Ins License
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Professional phone etiquette.
• Career minded vision.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Bilingual, fluent in both English and Spanish is beneficial.