What are the responsibilities and job description for the Insurance Customer Service/Sales Representative position at AB & B Insurance?
Job description
The Insurance Sales/Service Representative provides an excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell. Assists the agency owner with attaining agency service and sales goals.
Customer Service
- Provides personalized, professional customer service experiences through 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 following agency best practices: Personal Insurance Review, rate revision notification and claims process
- Processes changes 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.
Agency Operations
- Schedules appointments with existing or prospective customers for agency employees
- Performs daily administrative functions to assist the agency owner
- Assist with cash handling and banking activities
Insurance Sales
- Participates in reviews of existing coverage and may advise customers regarding policy options
- Estimates and quotes policy premiums complying with underwriting guidelines
- Identifies cross-selling opportunities during customer interactions and takes appropriate action
- Contacts appropriate business partners for guidance when needed
Education/Licenses/Designations
- High school or equivalent
- Willingness to obtain Property, Casualty, or Life insurance license in future
Role Requirements
- Demonstrates customer service experience
- Effective communication skills
- Experienced with PC software applications (Microsoft Office Suites, Internet Explorer)
- Solid knowledge and understanding of basic mathematical skills
Working Conditions
- General office setting
Job Type: Full-time/Part-Time
Required experience:
- customer service: 1 year
Job Type: Full-time
Qualification Questions
You have requested that really ask candidates the following questions:
- How many years of Customer Service experience do you have?
- Have you completed the following level of education: High school or equivalent:
Experience:
- Sales: 1 year (Preferred)
- Customer Service: 1 year (Preferred)
Education:
- Associate (Preferred)
Job Type: Full-time
Pay: $35,000.00 - $55,000.00 per year
Benefits:
- 401(k)
Physical Setting:
- Office
Schedule:
- Monday to Friday
Supplemental Pay:
- Bonus opportunities
Education:
- High school or equivalent (Preferred)
Ability to Relocate:
- Prior Lake, MN 55372: Relocate before starting work (Required)
Work Location: In person
Salary : $35,000 - $55,000