What are the responsibilities and job description for the Licensed Customer Service Representative position at Matthew Green Insurance Agency INC?
Job Description
Job Description
Learn what its like to work in the insurance industry. Our agency is looking for a detailed and organized individual with excellent time management skills to join our team as a Part-Time Office Manager. You will be responsible for supporting our team to ensure our office operations continue to run smoothly, conducting administrative tasks such as maintaining records, managing schedules, and providing support to other team members as needed. Multitasking and prioritizing are essential for this role.
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Evenings Off
Hands on Training
Flexible Schedule
Flexible work location after in office training
Bonus Opportunities
Agency Ownership Opportunity
Responsibilities
Process customer policy change requests.
Secure all Trailing Documents from customers.
Document each customer contact in eAgent.
Take premium payments from customers.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Verify phone numbers, addresses, and email addresses with each customer contact and update customer information.
Provide exceptional customer service and support.
Requirements
Possess an upbeat, positive, and enthusiastic attitude.
Be a great self-starter with a sense of urgency.
Proficiency in multi-tasking, follow-through, and follow-up.
Excellent Communication / interpersonal skills.
Confident, self-starter who works well independently.
Professional phone etiquette.
No insurance experience is required but must be willing to learn
Ability to take initiative, be proactive, and think outside the box.
