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Basic Function:
To offer administrative support for Agent/employer in the production of multi-line insurance products, including placing and receiving phone calls involving client appointments and customer needs.
Principal Accountabilities:
· Greet clients and handle phone calls
· Review policy changes, including information gathering
· Maintain prospect database
· Computer updates and review client records
· Record Keeping
· Daily mail
· Filing
· Setting appointments and annual reviews for Agent
· Pre-approach mailings
· Other administrative duties as assigned
· Potential attendance at off-site marketing events
· Opportunities for Advancement
Qualifications:
· Minimum hiring age 18
· High School diploma or equivalent
· Strong people skills
· State Insurance License - P/C (preferred but expected within 90 days)
· Energetic and outgoing personality
· Excellent oral and written communication skills
· Sales ability
· Computer knowledge
· Excellent organizational skills
· Motivated, self-starter
· Reasonable and predictable attendance
· Ability to travel for training
· All Non-Affiliated Appointments cancelled
Job Type: Full-time
Pay: $17.00 - $30.00 per hour
Benefits:
Schedule:
Supplemental pay types:
Education:
Experience:
License/Certification:
Work Location: In person
Full Time
$32k-40k (estimate)
06/25/2023
03/27/2024
importantlocalbusinesses.com
MOUNT PLEASANT, IA
50 - 100
1990
$10M - $50M
The job skills required for Customer Service Representative include Written Communication, Life Insurance, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Service Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Service Representative positions, which can be used as a reference in future career path planning. As a 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 Customer Service Representative. You can explore the career advancement for a Customer Service Representative below and select your interested title to get hiring information.