What are the responsibilities and job description for the Licensed Customer Service Representative - Insurance (Bilingual English/Spanish) position at Petersen Hatcher Insurance Agency?
Job Description
Our office is expanding, and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have. Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.
Benefits
Paid Time Off (PTO)
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
Bonus Opportunities
Responsibilities
- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Complete Evidence of Insurance requests.
- Document each customer contact in eAgent.
- Immediately greet all customers, entering the office, in a friendly and helpful manner.
- Take premium payments from customers.
- Ask each customer for referrals and explain our referral program.
- Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
- Answer incoming phone calls on the first ring.
- Provide exceptional customer service.
- Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
- Assess and identify the wants and needs of your customer(s) over the phone
Requirements
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Proficiency to multi-task, follow-thru and follow-up.
- Excellent Communication/interpersonal skills.
- Must have ability to multi-task.
- A Property & Casualty license is required within first month and will train.
- Professional phone etiquette.
- Great Customer Service Skills.
- Works well with other employees and is a team player with a positive attitude.
- Strong communication skills, both oral and written.
- Bilingual - English/Spanish
Salary : $30,000 - $40,000