What are the responsibilities and job description for the Customer Service Representative position at NxGen Insurance and Financial Advisors?
Company Description NxGen Insurance and Financial Advisors is a locally owned insurance agency that serves clients across more than 18 states. The agency values community, professionalism, and a customer-first approach in all interactions. NxGen specializes in Medicare, Health, Life and Retirement services.
Role Description This is a part-time, on-site Customer Service Representative role based in Madison, IN. The Customer Service Representative will respond to client inquiries by phone, email, and in person, providing prompt and professional responses. Daily responsibilities include processing policy changes, updating databases with accurate client information, calling outbound prospects, and documenting interactions in agency systems. The role involves resolving issues promptly, escalating complex matters when needed, and ensuring a positive experience at every touchpoint. The Customer Service Representative will also collaborate with agents and team members to support sales efforts and maintain high customer satisfaction.
Qualifications
- Strong customer-focused skills, including Customer Service and Customer Experience.
- Ability to handle inquiries and issues effectively, demonstrating Customer Support capabilities.
- Commitment to achieving high Customer Satisfaction and maintaining positive client relationships.
- Clear and professional verbal and written communication skills.
- Comfort using computers, CRM systems, and standard office software.
- Ability to work on-site in Madison, IN, with strong reliability and time management.
- High school diploma or equivalent required; additional education or insurance experience is a plus.
Join us to be part of a vibrant team dedicated to delivering top-tier customer support while advancing your career in office administration!
Benefits:
- Flexible schedule
Work Location: In person