What are the responsibilities and job description for the Insurance Customer Service Representative position at Jodi Enderson Agency, Inc.?
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.
All applicants will receive an online assessment immediately after applying. Incomplete assessments will not be considered further for this position.
Benefits
Hourly Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Mon-Fri Schedule
Responsibilities
Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
Process customer policy change requests, complete Evidence of Insurance requests and take premium payments form clients.
Handle all incoming claim calls from customers and make claims follow up calls.
Document each customer contact in eAgent.
Ask each customer for referrals and explain our referral program.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Informs customers of promotions and new or upgraded products using prepared scripts.
Requirement
Currently possess a Property & Casualty insurance license (or obtain before license before starting).
Ability to obtain or possess an active Life & Health Insurance license.
Possess a genuine willingness to learn, be intuitive and resourceful and be coach able.
Proficiency to multi-task, follow-thru and follow-up.
Excellent Communication / interpersonal skills.
Follow through and exceed current and prospective client expectations.
Respondto all inquiries, cancellation requests, and sales requests within a specified time frame.
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