Job Description

We are seeking a proactive and customer-oriented Insurance Customer Service Representative to join our team. In this role, you will be responsible for calling potential customers to finalize insurance quotes and providing exceptional assistance to our current policyholders. You will play a crucial role in ensuring customer satisfaction and fostering long-term relationships with clients.

If you are passionate about providing outstanding customer service and helping individuals protect what matters most to them, we encourage you to apply for this rewarding opportunity. Join our team and become an integral part of our commitment to delivering peace of mind through comprehensive insurance solutions.

Salary: $15.00 - $26.00 per hour

Hourly Base Salary Commission Bonus Opportunities

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Evenings Off

Call Prospective Customers: Reach out to potential clients who have requested insurance quotes through various channels such as website inquiries, referrals, and marketing campaigns. Engage in meaningful conversations to understand their insurance needs and finalize insurance quotes tailored to their requirements.

Provide Product Information: Educate customers about our insurance products, coverage options, terms, and conditions. Address any inquiries or concerns they may have regarding insurance policies and assist them in making informed decisions.

Assist Current Customers: Serve as the primary point of contact for our existing policyholders. Respond promptly to customer inquiries, policy changes, billing issues, and claims assistance. Strive to exceed customer expectations by delivering personalized and efficient service.

Follow-Up and Relationship Management: Maintain regular communication with both prospective and current customers to build rapport and trust. Conduct follow-up calls to ensure customer satisfaction, address any issues, and explore opportunities for cross-selling or upselling additional insurance products.

Document and Update Records: Accurately record customer interactions, inquiries, and transactions in our database or CRM system. Keep customer records updated with relevant information such as policy changes, contact details, and preferences.

Collaborate with Team Members: Work closely with other team members, including insurance agents, underwriters, and claims processors, to coordinate customer service efforts and streamline processes. Share insights and feedback to continuously improve our service quality and efficiency.

• Customer Service Skills: Proven experience in a customer service or sales role, preferably within the insurance industry. Excellent communication skills, both verbal and written, with the ability to actively listen and empathize with customers.
• Insurance Knowledge: Basic understanding of insurance products, policies, and procedures. Familiarity with different types of insurance coverage such as auto, home, life, and health insurance is preferred.
• Organizational Skills: Strong attention to detail and ability to manage multiple tasks efficiently in a fast-paced environment. Proficiency in using CRM software or similar tools to maintain accurate records and track customer interactions.
• Problem-Solving Abilities: Resourceful and proactive in resolving customer issues and addressing their concerns effectively. Ability to think critically and find practical solutions to meet customer needs.
• Sales Aptitude: Comfortable with making outbound calls to prospective customers and promoting insurance products. A goal-oriented mindset with a focus on achieving sales targets and delivering exceptional customer service.
• Educational Qualifications: Must hold or be able to obtain Property/Casualty Insurance license.