Customer Service Representative

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time
. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in.

No prior experience is necessary

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

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.

• 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.
• A Property & Casualty insurance license is required or willing to obtain
• No insurance experience required but must be willing to learn