Customer Service Representative

As a Customer Services Representative with Stephens & Hobdy Insurance, your duties are key to our agency’s success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, processing policy chances, etc.) and supporting sales agents. A previous background in Property & Casualty insurance is preferred but not required. We will train candidates new to the industry and support them in earning their P&C license. 

As a Customer Service Representative, you will provide client support by interacting directly with the client and by supporting our senior customer service and sales agents. Your role includes*:

• Supporting agents by processing policy changes, updating policies on an agent’s behalf, attaching documentation, running reports, and entering data
• Engaging with clients via phone, email, text and in the office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
• Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client’s needs
• Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct
• Supporting Agency leadership with special projects, client development and auditing policy information
• Participating in agency-sponsored community events and service projects

*Note that some tasks require a P&C license and will be added once you have acquired your license

Requirements: 

• 2 years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service
• You will be required to obtain a P&C Insurance License within 90-180 days of employment. Training and testing is paid for by our agency. 

Our ideal applicant is:

• Tech-savy: Comfortable working with multiple software programs and communicating with clients via text, email and phone
• An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use
• Trustworthy, ethical, and discreet: We are privileged to be a part of our clients’ lives and we take that responsibility seriously.
• Detail oriented: Insurance contracts are complex and require careful interpretation
• Comfortable working within a team environment: Our agency is unique. Each team member is expected to answer questions and provide services for all clients. 
• Eager to grow and learn: We offer continuing education options and consistently introduce training opportunities for our team. 
• Able to thrive in a fast-paced, constantly changing environment: This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs.
• Motivated to contribute: Our agency is on a trajectory to continue growth. We’re looking for someone who is eager to be a part of that future. 

About Us

Compensation Package

Our generous compensation package includes: 

• A professional salary commensurate with experience
• Total average first-year earnings range from $26,000 to $31,000, including salary and bonus. 
• Health, dental, vision, life insurance and long-term and short-term disability are available
• Retirement plan with employer match
• Paid vacation and sick leave that begins accruing immediately 
• Access to an employee assistance plan and flexible spending account (FSA)

To learn more about daily happenings in our office, visit our Facebook page. 

Hours:

Our office hours are Monday through Thursday, 8:00 a.m. to 5:00 p.m. and Friday, 7:30 a.m. to 3:30 p.m.

#LI-DNI