Job Description

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in. 

Prior experience is necessary

Apply for the position today by completing the form and completing the assessment.

Benefits

Responsibilities

• Process customer policy change requests.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Schedule appointments for sales staff to meet prospective customers.
• Responds to all inquiries, cancellation requests, and sales requests within specified timeframe.
• Document each customer contact in our CRM.
• Immediately greet all customers, entering the office, in a friendly and helpful manner.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and upsell opportunity including life products.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Answer incoming phone calls on the first ring.
• Return all phone messages promptly.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
• Schedule appointments for sales staff to meet prospective customers.
• Foster strong relationships with our customers to maintain a high level of client retention and product
• Help agency staff and owner as needed. 

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Great Customer Service Skills.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.