What are the responsibilities and job description for the Licensed insurance customer position at Giselle Camilo Insurance & Financial Services?
Join Giselle Camilo Insurance & Financial Services , a thriving insurance agency located in Palm Beach Gardens, Florida, where we prioritize providing exceptional customer service.
Our team is dedicated to ensuring all clients feel valued and understood. At the core of our values is a commitment to excellence, honesty, and integrity.
As a Licensed Insurance Customer Service Representative , you will be the first point of contact for our valued clients, assisting them with policy inquiries, claims processing, and policy adjustments.
If you thrive in a fast-paced environment, derive satisfaction from helping others, and are looking to be part of a team that truly cares about its customers, Giselle Camilo Insurance & Financial Services is the perfect place for you to grow and develop your career.
Benefits
Paid Time Off (PTO)
Vision Insurance
Dental Insurance
Life Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Health Insurance
Evenings Off
Team Meetings
Work-Life Balance
Bonus Opportunities
Responsibilities
- Service all in-bound client inquiries for new and / or existing clients - including Payments, Renewals, Cancellations, Endorsements, and Rewrites.
- Call on policyholders to deliver and explain policy, analyze insurance program and suggest additions or changes.
- Use exceptional relationship-building skills to establish trust with clients and maintain retention and product loyalty.
- Follow-up on leads generated from inbound calls, and non-renewal leads
- Treat each customer contact as a cross and up-sell opportunity including financial products.
- Maintain accurate records and documentation of client interactions and transactions especially if quoting or rewriting.
- Maintain accurate records and documentation of client interactions and transactions especially if quoting or rewriting.
- Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
Requirement
Licensing : Active Florida 220 or 440 Insurance License required.
Customer Service Experience : Prior experience in customer service roles preferred, ideally in the insurance industry.
Communication Skills : Excellent verbal and written communication abilities for effective client interactions.
Detail-oriented : Strong attention to detail and accuracy in handling policy-related documentation.
Professionalism : Demonstrated professionalism in dealing with clients and handling confidential information.
Organization : Ability to prioritize tasks, manage time effectively, and work in a fast-paced environment. Tech
Proficiency : Proficient in using basic computer software and insurance agency systems.
Location : Must be willing to work in-office at our Palm Beach Gardens, Florida location.
Last updated : 2024-11-14
Salary : $40,000 - $50,000