Customer Service Rep

Job Description

Key Responsibilities:

• Support agents by processing policy changes, updating policies on an agent's behalf, attaching documentation, running reports, and entering data.
• Engage 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.
• Submit proper documentation to carriers and mortgage companies, and verify that documents received from carriers are correct.
• Support Agency leadership with special projects, client development, and auditing policy information.
• Participate in agency-sponsored community events and service projects.

Requirements:

Qualifications:

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

Ideal Candidate:

Desired Traits:

• Tech-savvy: Comfortable working with multiple software programs and communicating with clients via text, email, and phone.
• 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 service 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 of continued growth. We're looking for someone who is eager to be a part of that future.

Benefits:

• A professional hourly wage commensurate with experience ($18.00-$22.00/hr).
• Health, dental, vision, life insurance, and long-term and short-term disability.
• 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).