What are the responsibilities and job description for the Client Services Representative position at Ferri Dawson Insurance Group?
Our award-winning, growing insurance agency is searching for an organized, motivated, and professional client service representative to join our team, helping service our existing book of business and expanding our client base. If you are a creative, empathetic professional with a passion for client satisfaction, then we’re interested in you! Your chief goal will be to communicate with our policyholders, focus on client retention, oversee the flow of the client onboarding process, and be the main point of contact for our clients. Your role is key to the overall experience our clients will have. Your keen sense of being proactive, responsive, and caring will make all the difference.
A client service representative will foster lasting relationships, listen empathetically, solve problems, and focus on client retention. This position will play a leading role in ensuring customer satisfaction with our agency. Success in this role requires excellent listening skills in a fast-paced environment that is focused on growth and relationship strengthening, while keeping our agency mission at the core. In addition to having excellent communication skills, our ideal candidate will also demonstrate outstanding interpersonal skills, setting the tone for an atmosphere of collaboration and teamwork within the agency.
If licensed, as a CSR you will be responsible for selling insurance plans to new customers, cross-selling plans to existing customers to expand client’s insurance plans and cultivating lasting relationships while overseeing a portfolio of clients.
Join a team where employees collaborate and build each other up through shared success in a positive environment of growth where everyone is valued and treated with respect. If you enjoy engaging with others and have a winning personality and high sense of responsibility – this role is perfect for you!
Job Type: Full-time
Benefits:
- Hands on training
- Tuition, licensing, and continuing education track fully paid for by the agency
- Paid time off
- Working lunch
- Opportunity for growth & advancement
- Bonus pay and commission pay
- Hiring bonus to celebrate your licensing
Schedule:
- 8 hour shift
- Day shift, no evening or weekend work!
- Monday to Friday
Supplemental Pay:
- Bonus pay
- Work Location: In person
Job Responsibilities:
- Frontline communications with customers and vendors via phone and email
- Track issues and client correspondence in the agency software system
- Answer the phone
- Email current and prospective clients
- Social media input
- Assist clients with payments and billing changes
- Distribute policy documents
- Log activity to share with principal agent
- Advise clients on when and how to make a claim on their policy
- Monitor insurance claims to ensure client and company satisfaction
- Update client profiles within agency management system with current contact information
- Respond to clients’ insurance-related questions and issues
- Update existing policies
- Represent our agency and mission in a positive light
- Represent our agency in the community
- Report the progress of monthly/quarterly initiatives
- Prepare and present detailed reports on the progress of initiatives to management
Requirements/Experience:
- Motivated, coachable personality with career minded vision
- Possess a genuine eagerness to learn with strong work ethic and leadership skills
- Attention to detail with proficiency to multi-task and follow-through
- Outstanding interpersonal skills with excellent written and verbal communication skills
- Knowledge of office software
- Optimistic attitude and desire to help others
- Highly motivated and self-accountable
- Eagerness to establish and improve great listening skills
- Great team player, working well with others with a positive attitude
- Preferred office or customer-facing experience