What are the responsibilities and job description for the Licensed Insurance Sales/Customer Service Representative position at Morton Insurance & Financial Services?
Morton Insurance and Financial Services Inc. Come grow with us! We are looking for a new member join our high-energy, effective team to provide consultative assistance to our existing and new clients. We offer a positive work environment with a competitive salary, commission, and bonuses. We specialize in helping people manage risks of everyday life and protect what matter most, from the unexpected. We represent Erie, Auto Owners, Nationwide, Progressive, National General, Foremost and many other major carriers. We offer a wide range of products including:
- Auto Insurance
- Homeowner's Insurance
- Business Insurance
- Renter's Insurance
- Specialty Insurance (Umbrella, Boat, Motorcycle, and RV)
- Life Insurance
Licensed Property & Casualty Insurance CSR Requirements
- Property & Casualty License Required
- Previous Experience in Insurance a Plus
- Strong Communication and Computer Skills
- Customer Service and Negotiating Skills
- Enthusiastic and Goal-Oriented
- Satisfactory Background Check
- Licensed Property & Casualty Insurance CSR Requirements
- Work Independently
- Answers phone calls and advise clients accordingly
- Use Available resources effectively to make policy changes, answer policy and billing questions, take payments, and provide requested documentation.
- Diagnose customer issues at a foundational level, provide solutions, and use a structured thought process to achieve results while balancing customer needs with company guidelines'
- 'Work Remotely
- No
Job Type: Full-time
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
Supplemental Pay:
- Bonus opportunities
- Commission pay
Work Location: In person