Licensed Insurance Customer Service Representative

Job Description

Be mentored by the best! We're a successful and established company that cares about our employees and clients. Great career path from captive agency to an independen agency. We are looking for an enthusiastic, customer-driven, and knowledgeable person to join our team as a Full-Time Licensed Insurance Customer Service Representative. In this role you will provide exceptional customer service to our clients, addressing all of their insurance-related questions, concerns, and requests.

Your positive attitude, rapport-building, and desire to help will make you the perfect fit for this role. We pride ourselves on our top-notch customer service and are looking for someone who has the skills to deliver an amazing experience while ensuring their clients have the coverage they need.

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

• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Process customer policy change requests.
• Take premium payments from customers.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Follow up with customers to assure satisfaction, respond to queries, offer additional insurance protection, and solve or refer problems.
• Present and explain insurance policy options based upon prospective client needs and their personal goals.
• Provide customers with additional information about new products and services.

• Personal lines P&C license
• Possess an upbeat, positive, and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Strong communication skills, both oral and written.