What are the responsibilities and job description for the Licensed Customer Service Representative/ Insurance Agent position at Mitchell Insurance Agency?
Job Description
We are seeking a Licensed Customer Service Representative/ Insurance Agent to join our team! You will be responsible for helping customers by providing product and service information and resolving any issues.
Responsibilities:
We are very team oriented and truly care about our customers and each other. We are looking for someone confident, who can work independently, with excellent decision making skills. We need someone licensed with insurance experience. If a candidate has office and insurance experience, but not currently licensed, the candidate will agree to get licensed. We are looking for someone who will continue to grow with the agency. For 11 years in a row we have been voted the #1 Best Insurance Agency in Winnebago County. For the past several years Jim Mitchell has been voted #1 Best Insurance Agent in both Winnebago County Reader's Choice Awards, along with being the best Insurance Agent and Agency in the Milwaukee Journal Sentinel. We take great pride in being the best and want the people we work with to feel that they are a big part of 'being the best.'
We are very team oriented and truly care about our customers and each other. We are looking for someone confident, who can work independently, with excellent decision making skills. We need someone licensed with insurance experience. If a candidate has office and insurance experience, but not currently licensed, the candidate will agree to get licensed. We are looking for someone who will continue to grow with the agency. For 11 years in a row we have been voted the #1 Best Insurance Agency in Winnebago County. For the past several years Jim Mitchell has been voted #1 Best Insurance Agent in both Winnebago County Reader's Choice Awards, along with being the best Insurance Agent and Agency in the Milwaukee Journal Sentinel. We take great pride in being the best and want the people we work with to feel that they are a big part of 'being the best.'
We are seeking a Licensed Customer Service Representative/ Insurance Agent to join our team! You will be responsible for helping customers by providing product and service information and resolving any issues.
Responsibilities:
- Answer phone calls. Greet and assist customers in the office
- Collect detailed customer information needed for insurance quoting
- Enter customer and potential customers information into the agency management system and submit for quotes with all of our companies. Present and explain details of quotes to customers
- Collect bank, credit card information, checks and cash - whatever way they choose to pay for their insurance. Then make the payments. Issue policies..
- Handle claim information, submit claims. Enter claim in company and agency systems. Handle customer inquiries and complaints.
- Provide information about the products and services. Explain insurance coverages, deductibles, etc.
- Troubleshoot and resolve policy issues and concerns
- Document and update customer records based on interactions and activities
- Develop and maintain a knowledge base of the evolving products of each company and their services
- Must be a Licensed Insurance agent in Property & Casualty insurance. Previous experience in the insurance industry is required. At least 3 years of business office experience, minimum 5 years of customer service. Sales, or other related fields may be helpful.
- Ability to build rapport with clients
- Ability to prioritize and multitask
- Positive and professional demeanor
- Excellent written and verbal communication skills
We are very team oriented and truly care about our customers and each other. We are looking for someone confident, who can work independently, with excellent decision making skills. We need someone licensed with insurance experience. If a candidate has office and insurance experience, but not currently licensed, the candidate will agree to get licensed. We are looking for someone who will continue to grow with the agency. For 11 years in a row we have been voted the #1 Best Insurance Agency in Winnebago County. For the past several years Jim Mitchell has been voted #1 Best Insurance Agent in both Winnebago County Reader's Choice Awards, along with being the best Insurance Agent and Agency in the Milwaukee Journal Sentinel. We take great pride in being the best and want the people we work with to feel that they are a big part of 'being the best.'
We are very team oriented and truly care about our customers and each other. We are looking for someone confident, who can work independently, with excellent decision making skills. We need someone licensed with insurance experience. If a candidate has office and insurance experience, but not currently licensed, the candidate will agree to get licensed. We are looking for someone who will continue to grow with the agency. For 11 years in a row we have been voted the #1 Best Insurance Agency in Winnebago County. For the past several years Jim Mitchell has been voted #1 Best Insurance Agent in both Winnebago County Reader's Choice Awards, along with being the best Insurance Agent and Agency in the Milwaukee Journal Sentinel. We take great pride in being the best and want the people we work with to feel that they are a big part of 'being the best.'