Role Title: Service Director
Reports to: Agency Owner

Objective
The Service Director provides excellent customer experience for potential and existing customers. Identifies opportunities to cross sell and coordinates with sales specialists for follow-up. Assists the agency owner with attaining agency service goals. This is a leadership position within the agency with service, sales, and management responsibilities.

We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Service

• Provides personalized, professional customer service experiences through building trust and developing strong customer relationships
• Responds to customer inquiries regarding coverages, billing, claims or products by following established agency processes and procedures
• Drives customer satisfaction by following the agency best practices
• Processes changes to existing accounts and policies
• Serves as a liaison on behalf of the customer between the agency and various business partners
• Assists customers with claims by directing them to the appropriate Claims Department contacts and resources.
• Follows up to ensure customer needs are addressed.

Insurance Sales

• Participates in reviews of existing coverages and may advise customers regarding policy options
• Estimates and quotes policy premiums complying with underwriting guidelines
• Identifies cross-selling opportunities during customer interactions and takes appropriate action
• Contacts appropriate business partners for guidance when needed

Agency Management Operations

• Primary driver of the agency marketing plan. Responsible for the planning of events, promotions, social media posts, and table events.
• Primary liason between sales staff and agency leadership. Directs and inspects sales staff work for completeness and accuracy
• Responsible for the execution of accounts payable, expense tracking, and payroll

Education/Licenses/Designations

• Property, casualty, life licenses required. Licenses must be maintained to continue employment.

Role Requirements

• Demonstrated customer service experience
• Effective communication skills
• Experienced with PC software applications
• Solid knowledge and understanding of basic mathematical skills

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Retirement plan

Day range:

• Monday to Friday
• No weekends

Shift:

• 8 hour shift

Experience:

• Customer service: 3 years (Preferred)
• Sales: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person