Personal Insurance Agent; Hybrid

If you enjoy helping others and are a compassionate, customer-focused individual, Our reputable insurance agency is looking for an exceptional insurance personal lines customer service representative to join our team. At Phelan Insurance Agency Inc we pride ourselves on our outstanding insurance products and customer service.

• Work from Home
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Retirement Plan
• Evenings Off
• Career Growth Opportunities
• Paid Time Off (PTO)

• Process customer policy change requests.
• Secure all trailing Documents from customers.
• Document each customer contact in our Agency Management System.
• Maintain knowledge of new products.
• Provide exceptional customer service.
• Maintain client relationships with follow up phone calls.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provides on-going support to insurance clients as needed.
• Presents and explains insurance policy options based upon prospective client needs and their personal goals.
• Stay up-to-date on industry market trends and best practices
• Assess and identify the wants and needs of your customer(s) over the phone
• Educate clients on the insurance policies that best suit their needs
• Provide policies to new clients and explain benefits/risks of the policy

• 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.
• Property & Casualty license is required.
• Professional phone etiquette.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Works well with other employees and is a team player with a positive attitude.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Strong communication skills, both oral and written.
• Ability to tactfully handle stressful and difficult situations.