ROLE DESCRIPTION :

As a Customer Relations Representative with our agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency.

Your attention to detail and customer service, while understanding the need for urgency, would make you an ideal fit. Our focus is to build professional relationships with our clients in order to help them realize their needs in the risk management environment of life.

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for.

RESPONSIBILITIES :

• Establish customer relationships and follow up with customers as needed.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS :

• Dedicated to customer service
• Able to effectively relate to a customer, answer their questions, and anticipate their needs.
• Excellent communication skills to assist customers and coordinate with other agency team members
• Proactive in problem-solving (do you have analytical, application and critical thinking skills)

BENEFITS :

• salary plus commission / bonus
• Paid time off (vacation and personal / sick days)
• Health benefits stipen
• Retirement match

ABOUT US :

• We are a 31 year agency- well established in the community and the company
• The benefits we offer rival large fortune 500 companies
• Flexibility to meet your needs
• Large agency with the resources to provide a good, solid and reliable source of income

Last updated : 2024-04-26