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Insurance Customer Sales Representative

Heritage-Insurance-&-Real-Estate
Jefferson, IA Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 2/22/2025

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 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


Paid Time Off (PTO)###Mon-Fri Schedule###Flexible Schedule###Hands on Training###Parental Leave###

Responsibilities


  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers.
  • Complete Evidence of Insurance requests.
  • Take premium payments from customers.
  • Answer incoming phone calls on the first ring.
  • Generating insurance quotes.
  • Claims follow up calls.
  • Provides on-going support to insurance clients as needed.

Requirements


  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Must have ability to multi-task.
  • Professional phone etiquette.
  • Great Customer Service Skills.
  • Works well with other employees and is a team player with a positive attitude.
  • No insurance experience required but must be willing to learn

Salary : $40,000 - $47,500

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