Independent Insurance Agency Admin * do personality profileto be

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, maintaining knowledge of our products, and answering any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

• Annual Base Salary Based on Experience
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

• Process customer policy change requests.
• Secure all trailing documents from customers.
• Handle all incoming claim calls from customers.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Treat each customer contact as a cross and up‑sell opportunity including financial products.
• 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.
• Claims follow‑up calls.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Schedule appointments for sales staff to meet prospective customers.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Be a great self‑starter with a sense of urgency.
• Excellent spelling and grammar skills.
• Exceptional business writing and editing skills.
• Great customer service skills.
• Problem‑solving capabilities.