Job Summary :

We are looking for a dedicated and customer-focused individual to join our team as a Licensed Insurance Service Agent. As a Service Agent, you will be crucial in delivering exceptional client experiences by providing comprehensive insurance services and support.

This position requires a passion for client interaction, strong problem-solving skills, and the ability to thrive in a fast-paced environment.

With a focus on performance-based metrics and professional growth, we offer extensive 3-month training, advancement opportunities as we promote within, and competitive compensation, including a salary, annual bonus, and annual raise opportunities.

Principle Duties and Responsibilities :

You will provide un-scripted, white glove service over the phone with our clients while conducting policy servicing tasks for various complex account portfolios.

You will be expected to learn how to navigate numerous carrier websites, Salesforce CRM, SMS, and other omnichannel functions.

With your team, you will focus on metrics such as Net Promoter Score (a survey-based metric derived from our client’s willingness to refer our products & services), productivity, client retention, schedule adherence, and same-day resolutions.

Success on your team will require you to be professional, punctual, driven, dependable, self-motivated, and a team player.

Meritocracy and innovation are abundant in our workforce as our drive for excellence is met with constant change for the better.

Qualities of a Service Agent :

Passion for Customer Service

Driven to Success

Perseverance

Excellent Problem Solver

Professional Communication

Positive and Enthusiastic

Takes Ownership of Results

Competitive Nature

Experience and Education :

No Insurance Experience Required

Benefits : 401k

401k

Employee Stock Purchase Program

Paid Time Off

Full Insurance Benefit Opportunities

Rapidly Growing Organization that Promotes from Within

Working Conditions / Physical Demands :

Frequent keyboarding is required, using hands to finger, handle, or feel. Specific vision abilities this job requires include close vision and the ability to adjust focus.

Daily tasks require using a headset to talk on the phone. You may spend up to 8 hours daily sitting and occasionally moving throughout the facility.

Regular use of communicating via Microsoft Teams, email, and telephone. This is an in-office position. Weekend work will be required on occasion.

Last updated : 2024-04-24