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Tatum Insurance
Scottsdale, AZ | Full Time
$38k-48k (estimate)
3 Months Ago
Licensed Insurance Customer Service Representative
Tatum Insurance Scottsdale, AZ
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$38k-48k (estimate)
Full Time 3 Months Ago
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Tatum Insurance is Hiring a Licensed Insurance Customer Service Representative Near Scottsdale, AZ

Job Description

Job Description

** Candidate must have an active Arizona Property and Casualty License and 2 Years of Insurance experience to be considered**

Welcome to Tatum Insurance , where excellence meets opportunity. With a decade of industry experience, we take pride in our commitment to providing exceptional service and fostering a family-like atmosphere. As an integral part of our community, we're dedicated to making a positive impact both professionally and personally.

Join our team as a Licensed Insurance Customer Service Representative at Tatum Insurance. This role offers the flexibility of a work-from-home opportunity while providing the support and camaraderie of a collaborative team environment. As a key player in our agency, you'll have the chance to prioritize client needs, enhance your skills, and contribute to our ongoing success.

At Tatum Insurance, we offer more than just a jobwe offer a supportive and rewarding career opportunity. With weekly Friday meetings and monthly training sessions, we're dedicated to helping our team members succeed and grow. If you're looking for a fun, light-hearted company that prioritizes both professional development and personal well-being, then we invite you to join our team. Apply now and take the first step towards becoming part of our success story!

Benefits

Annual Base Salary Commission Bonus Opportunities

Bonus Opportunities

Work from Home Flexible

Paid Time Off (PTO)

Work-Life Balance

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

Career Growth Opportunities

Professional Development

Advancement Opportunities

Mentorship

Continuing Education Opportunities

Ongoing Training Seminars

Hands on Training

Professional Work Environment

Team Building Activities

Employee Discounts

Equipment Provided

Office Snacks and Coffee

Paid Sick Leave

Responsibilities
  • Nurture strong customer relationships and aim to increase client retention and product loyalty.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and endorsements.
  • Issue Insurance Documentation (COI, ID cards, etc.)
  • Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
  • Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
Requirements
  • An active Arizona Property and Casualty License is required.
  • Must have 2 years in the insurance industry.
  • Showcases advanced technical and cognitive capabilities to ensure precision and accuracy in tasks.
  • Assess and prioritize tasks based on urgency and importance, ensuring that critical client needs are addressed promptly and efficiently.
  • Candidate must have basic computer software knowledge . This includes being proficient in Microsoft Office Suite. Specifically Microsoft Excel.
  • Ambitious self-starter who can work in a collaborative environment.
  • Set ambitious sales and service goals, continuously striving to exceed performance targets and deliver exceptional results to clients.
  • Exemplify professionalism over the phone, in writing, and in the office to create a positive work environment and ensure effective communication.

Job Summary

JOB TYPE

Full Time

SALARY

$36k-45k (estimate)

POST DATE

04/30/2024

EXPIRATION DATE

05/19/2024

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The following is the career advancement route for Licensed Insurance Customer Service Representative positions, which can be used as a reference in future career path planning. As a Licensed Insurance Customer Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Licensed Insurance Customer Service Representative. You can explore the career advancement for a Licensed Insurance Customer Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Licensed Insurance Customer Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Licensed Insurance Customer Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Licensed Insurance Customer Service Representative job description and responsibilities

Ensure facilitation of first call resolution and customer satisfaction on all transactions handled.

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Proofread all written communication.

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Utilized knowledge of products to assist new and existing customers with product acquisition.

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Acknowledge and direct customer’s requests for additional products or services to appropriate licensed representatives.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Licensed Insurance Customer Service Representative jobs

Consider a professional certification.

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Learn From Experienced Coworkers.

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Agents must be able to explain how the recommended policy can help address the customers concerns and to provide peace of mind.

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Maintain strong clientele relationship with customers.

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Candidates must attend meetings seminars and programs, learn about new products and services and learned new skills to be more efficient.

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Step 3: View the best colleges and universities for Licensed Insurance Customer Service Representative.

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