About Our Company: We are a dynamic and rapidly growing personal lines insurance agency, proudly serving Tennessee for the past five years. Our office thrives on a fast-paced, high-energy environment that promotes education, collaboration, and personal growth. We place a premium on teamwork and a positive attitude. As Zig Ziglar famously said, "Your attitude, not your aptitude, will determine your altitude."

We're a team committed to providing exceptional customer service, always acting with a sense of urgency to serve our valued clients. This isn't a typical 9-to-5 job; we work until the job is done and for that we compensate, recognize, and reward accordingly.

Job Summary: The Personal Lines Client Service Representative plays a pivotal role in ensuring the daily success of client relations and processes. This position involves assisting with renewals, claims, policy changes, and billing matters. Our Client Service Representative is also responsible for preparing and delivering documents to customers and mortgage companies. They actively engage with clients, promptly responding to inquiries via various communication channels such as phone, email, and text. Additionally, this role supports the sales team through administrative tasks and is will get to exemplify our company values and mission.

Key Responsibilities:

• Oversee the day-to-day success of client relations and processes.
• Assist with claims, policy changes, and billing issues.
• Prepare and deliver documents to customers and mortgage companies.
• Foster and maintain client relationships.
• Provide outstanding customer service by promptly addressing inquiries.
• Support client onboarding and retention for a positive customer experience.
• Interact with clients, respond to inquiries, manage existing accounts, and resolve challenges.
• Ensure established client retention rates are met by contacting clients at renewal time.
• Support the sales team with administrative tasks.
• Utilize our Rating and CRM System efficiently for client interactions and policy-related tasks.
• Actively promote and sell insurance products, utilizing persuasive and consultative sales techniques.
• Meet or exceed individual sales targets and KPIs consistently.
• Perform other duties as assigned.

REQUIRED QUALIFICATIONS:

• High School diploma or equivalent. Bachelor’s degree preferred.
• 3 years of property and casualty insurance experience
• Property and Casualty License preferred
• Experience using CRM
• Proficient in Microsoft Office Suite
• Competent with product knowledge and able to communicate insurance policy details, terms, and coverage recommendations to clients
• Strong customer satisfaction and organizational skills
• Able to maintain a pleasant and professional attitude with team members and all visitors
• Able to be flexible and calm during high visitor traffic
• Ability to work on multiple projects simultaneously while accomplishing daily tasks
• Effective oral and written communication skills and excellent interpersonal skills
• Attention to detail, critical thinker and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrates flexible and efficient time management and ability to prioritize workload
• Ability and willingness to move with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self- starter with a strong desire to exceed expectations and capable of supporting a team
• Maintains confidentiality discretion
• Ability to effectively work in collaboration with others to achieve business objectives
• Willing to grow and be challenged
• Be positive, charismatic, motivating, and engaging
• Attend training as requested

PHYSICAL DEMANDS:

• Ability to work in a traditional professional office setting or remote equivalent
• Prolonged periods of sitting at a desk and working on a computer
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job-related office equipment
• Ability to communicate via telephone, computer and work in virtual teams
• Must be able to lift up to 15 pounds at a time
• Ability to travel using personal vehicle to other office locations as needed

Job Type: Full-time

Pay: $41,986.21 - $63,585.54 per year

Benefits:

• Life insurance

Experience level:

• 1 year

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Performance bonus
• Quarterly bonus

Travel requirement:

• No travel

Work Location: In person