What are the responsibilities and job description for the Licensed insurance customer position at Thomas Bigoski Insurance Agency, LLC?
The primary responsibility of this role is to interact with customers and prospects via phone and email. This position involves making and answering phone calls, explaining insurance coverages to customers, making appropriate policy changes, and selling new policies to new and existing customers.
Benefits
Annual Base Salary Bonus Opportunities
Paid Time Off (PTO)
Flexible Schedule
Health Insurance
Retirement Plan
Responsibilities
- Speak to customers on the phone and via email to process policy changes such as vehicle and coverage changes, mortgage company updates, billing questions and adding / removing drivers.
- Communicate with mortgage companies and lienholders / banks to get them proper documentation.
- Speak to prospects on the phone, gathering information, advising on coverages for new insurance policies.
- Follow up with prospects who have been provided insurance quotes.
- Data entry of prospect information into an insurance company quoting system.
- Provide guidance to customers at the time of an accident / claim.
Requirement
- Prior insurance experience, specifically property & casualty insurance desired.
- Ability to obtain state Property & Casualty / Life insurance licensing
- High School diploma or GED.
- College degree preferred.
- Must have proficiency in Google Workspace (email, docs, sheets, etc).
- Ability to work efficiently and in many cases, multi-task during busy moments of the day.
- Must have a servants heart in order to maintain the reputation of the agency as the best insurance agency in the area.
Last updated : 2024-11-20
Salary : $45,000 - $55,000