Agency Staff

We are looking for a fully licensed experienced staff to work in an insurance agency. A staff member will act as a liaison, provide product/services information and resolve any emerging problems that our customer accounts might face with accuracy and efficiency. The best agency staff are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk. They can put themselves in their customers’ shoes and advocate for them when necessary. Problem-solving needs to come naturally to these staff members. They are confident at troubleshooting and investigate if they don’t have enough information to resolve customer complaints. The target is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. Agency staff may also perform marketing and sales duties if that is something they are comfortable with.

• Manage incoming calls
• Generate sales leads
• Identify and assess customers’ needs to achieve satisfaction
• Build sustainable relationships and trust with customer accounts through open and interactive communication
• Provide accurate, valid and complete information by using the right methods/tools
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Take the extra mile to engage customers

• Proven customer support experience or experience as a client service representative
• Strong phone contact handling skills and active listening
• Excellent communication and presentation skills
• Ability to multi-task, prioritize, and manage time effectively
• Licensed in Property, Casualty, Life, or Health. If you are not licensed, then need to be willing to get licensed
• Sales and marketing experience are wanted, but not needed

• Great work environment
• Small office setting
• Other benefits will be discussed in interview