Customer Service & Sales Rep

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

• Competitive hourly pay rate plus commission and/or bonuses
• Paid training
• Paid Time Off

The Customer Service & Sales Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and work leads to obtain new sales for agency. Assists the agency owner with attaining agency service goals.

• Provides personalized, professional customer service experiences by building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims, or products by following established agency processes and procedures
• Drives customer satisfaction by following J.D. Power’s best practices:
  Personal Insurance Review, rate revision notification, and claims process
• Processes change to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources. Follows up to ensure customer needs are addressed.
• Schedules appointments with existing or prospective customers for agency employees

• Demonstrated customer service experience
• Effective communication skills
• Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
• Solid knowledge and understanding of basic mathematical skills·