What are the responsibilities and job description for the Insurance Agent, Customer Service Representative position at Harrington Insurance Agency?
Job Summary
Join our team as a Licensed Insurance Agent, where you will play a vital role in connecting clients with tailored insurance solutions that meet their unique needs. This energetic position offers the opportunity to leverage your sales expertise, communication skills, to build lasting relationships and help clients protect what matters most. As a licensed professional, you will guide customers through insurance options, negotiate policies, and deliver exceptional customer service in a fast-paced environment that rewards initiative and enthusiasm.
Responsibilities
- This position provides insurance billing and related services directly to our customers on half of the agency.
- You will be responsible for advising on, servicing, and issuing insurance policies customized to the needs and desires of the client or organization seeking coverage.
- You won't just be answering calls - you'll be a trusted guide, helping our clients understand their insurance needs and navigate important decisions.
- Service existing clients: Issue policy changes, review policy documents for accuracy, analyze policy components and conduct billing review services.
- Answer incoming phone calls and assist or direct clients to appropriate sources.
- Assess and analyze current insurance policies to determine any necessary adjustments or if further review is needed.
- Provide personalized insurance solutions to clients by understanding their individual needs and recommending appropriate policies.
- Explain policy features, terms, conditions and coverages to clients clearly and accurately.
- Assist clients in filing claims and guide them through the claims process to ensure smooth and timely resoltuions.
- Identify and develop new business opportunities by generating leads and referrals.
- Stay up to date on insurance market trends, products and regulations.
- Maintain accurate records of all client interactions, policy renewals and new applications.
Benefits:
- 401(k)
- 401(k) matching
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Customer Service: 3 years (Required)
License/Certification:
- Property & Casualty License (Required)
Work Location: In person