Customer Service Representative​/Account Manager

Job Description

Complete our team! Hartshorne & Curley Insurance, Inc., a customer-focused company that provides exceptional service to our valued clients. Based in Wakefield, Massachusetts, we offer a hybrid remote work environment that blends the best of in-office and remote work. We are on the lookout for an enthusiastic Customer Service Representative/Account Manager who shares our commitment to delivering outstanding customer service and client satisfaction.

As part of our team, you'll engage with customers to understand their needs, manage their insurance policies, and ensure they receive the best possible solutions tailored to their particular situation. Your role will be crucial in fostering long-term relationships and maintaining the high standards of service our clients have come to expect. Hartshorne & Curley Insurance values each team member's contribution and believes in creating a positive and inviting atmosphere where everyone can thrive and grow.

If you are passionate about customer service and seeking a place that truly values its team, consider joining us.

• Paid Time Off (PTO)
• Mon-Fri Schedule
• Retirement Plan
• Profit Sharing Plan
• Health Insurance

Customer Interaction:
Engage with clients to understand their needs and provide exceptional service through every interaction.

Policy Management:
Oversee and maintain accurate client records, ensuring all details are up-to-date and comprehensive.

Problem-Solving:
Address and resolve customer inquiries and issues efficiently, ensuring a positive outcome for both the client and company.

Policy Recommendations:
Provide informed advice on insurance policies based on client’s evolving needs, enhancing their coverage options.

Relationship Building:
Develop and nurture lasting relationships with clients, promoting trust and loyalty to Hartshorne & Curley Insurance.

Collaboration:

Work alongside the rest of our dedicated team to identify potential cross-selling opportunities, fostering growth within the client portfolio.

Continuous Improvement:
Stay informed about the latest insurance industry trends and company policies to offer the most relevant information to clients.

Education:

High school diploma or equivalent is required; an associate or bachelor's degree is preferred.

Experience:

Previous experience in customer service or account management within the insurance industry is a must.

Communication

Skills:

Excellent verbal and written communication skills to effectively interact with clients and team members.

Customer-Oriented:
Strong commitment to providing exceptional customer service and exceeding client expectations.

Problem-Solving:
Ability to think critically and solve problems efficiently while maintaining a positive attitude.

Adaptability:
Flexible in managing a hybrid remote work schedule and able to thrive in both an office setting and remote environment.

Computer

Skills:

Proficient in using AMS
360, Microsoft Office Suite, and other technology tools necessary for communication and record-keeping is a big plus.

Team Player:
Strong ability to work collaboratively within a team while also being capable of working independently.