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 Personal Lines Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer 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.

Benefits

Responsibilities

• Meet new business production goals and objectives as established.
• Solicits for new business via telephone, networking, and other lead sources.
• Develop insurance quotes, makes sales presentations, and closes sales.
• Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• 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.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Return all phone messages promptly.
• Maintain knowledge of new products.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service.

Requirements

• Professional phone etiquette.
• Great Customer Service Skills.
• Be able to obtain or currently possess a Property & Casualty insurance license.
• Ability to obtain or possess an active Life & Health Insurance license.
• Strong communication skills, both oral and written.
• Knowledge of sales and marketing principles and strategies.
• Bilingual, fluent in both English and Spanish is beneficial.