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Client Service Representative

West Seneca, NY | Other
Expired

Job Description

Our Company

Join the team at InsureOne Insurance Services America, part of the Confie Family of companies, now part of Alliant Insurance Services, the largest insurance agency in the US. The Confie family of companies has successfully acquired and integrated over 100 acquisitions since 2008, which demonstrates our desire for continued growth and our ongoing commitment to being the most trusted source of insurance solutions, so our customers can have peace of mind! While our offices work independently for that hometown feel, we have the resources supported by a corporate environment to provide stability, growth opportunity, and risk support, when needed. 

 

Come Grow With Us!

 

We are looking for energetic, brightand talented individuals who want opportunities for career growth to join our team of insurance professionals offering Personal Lines, Commercial/Business, Life and Health insurance to hundreds of thousands of customers across the US. We are working to grow the InsureOne brand and are looking for the right people to be a part of this amazing journey while taking your career and income potential to new heights!

Who We Are

  • Integrity- We maintain the highest standard of ethical behavior, and do the right thing for the customers and employees.
  • Commitment- We strive to provide value to our customers, our employees and our company.
  • Accountability- We hold ourselves to the highest standards of accountability in all our actions.
  • Respect- We are always mindful to respect our customers, ourselves and each other.
  • Excellence- We focus on going the extra mile to exceed expectations.

                                             

Because we CARE, InsureOne may conduct phone and video interviews to practice social distancing to accommodate the state, local or national guidelines. If you are considered to formally video interview, please consider the following recommendations:

 

Interviews can be conducted using a laptop or desktop computer with a webcam, tablet or smartphone.

  • Find a quiet, private, well-lit space, free from possible interruptions.
  • Position yourself so that you have a neutral background that’s free from distractions.
  • Test your internet connection to be sure you have a good connection.
  • Remember it’s an interview, so dress appropriately.
  • Place your phone on do not disturb.

Job Requirements

  • 1 yr. in a Customer Service Type Role
  • Prior Insurance Industry Experience a plus but not required
  • Strong team collaboration skills
  • Excellent verbal and written communication abilities
  • Self-motivated and able to work independently
  • Ability to consistently process transactions accurately
  • Professional attitude and demeanor
  • Demonstrates well-developed computer skills (internet, email, word processing, spreadsheets, hardware, keyboarding).
  • Strong time management and decision making skills
  • Fluent in English and Spanish preferred

Job Description

A Client Service Representative is an individual who is not licensed or is newly licensed within the insurance industry. This individual will provide basic customer service tasks and administrative support to those who are licensed and selling/servicing Personal Lines and Commercial Lines insurance.  This individual may also provide administrative support to Account Managers and Account Executives when needed. The Client Service Representative will be the liaison between the company and the customer.  The Client Service Representative will be able to accept ownership for effectively solving customer issues, complaints, and inquiries; keeping customer satisfaction at the core of every decision and behavior.

  • Processing customer payments accurately and timely.
  • Identifying customer’s needs to route the customer to the appropriate person.
  • Engaging in active listening with callers, confirming or clarifying information and diffusing any customers concerns, as needed.
  • Support and service a wide range of tasks within agency.
  • Support agency employees with customer service related tasks.
  • Liaison between clients, Sales Representatives, Producers, and insurance company representatives.
  • Meet personal/team qualitative and quantitative targets.
  • Adhering to all company policies and procedures. 

Skills for Client Service Representative

The job skills required for Client Service Representative include client service, Customer Service, Written Communication, Time Management, Administrative Support, Self motivated etc. Having related job skills and expertise will give you an advantage when applying to be a Client 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 Client Service Representative. Select any job title you are interested in and start to search job requirements.

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Career Path for Client Service Representative

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

How to Become a Client Service Representative

If you are interested in becoming a Client 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 Client Service Representative for your reference.

Step 1 Understand the job description and responsibilities of a Client Service Representative

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Step 2 Knowing the best tips for becoming a Client Service Representative can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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Step 3 View the best colleges and universities for Client Service Representative

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