CSR - Customer Service Representative - Insurance Agent

Job Description:

We are a growing Independent Insurance Agency specializing in Commercial, Ag, Home, Life, and Auto Insurance. We take our job seriously and tailor our clients’ policies to their needs. We care, and it shows in our results! Our dedicated staff work incredibly hard to ensure that our clients are Completely Satisfied! We only hire the best and most dedicated employees to our team. If you are looking for a challenging and rewarding career with excellent income and growth potential, then this may be the opportunity for you.

Pay range $45000-$55000 typical compensation which includes base and commission

Responsibilities:

Retention

· Ensure positive customer experience with every interaction

· Deepening relationships with customers by offering additional insurance products

· Conducting needs-based policy reviews and updating insurance policies and coverage as needed

· Prospecting and generating new business through re-quotes, cross-sell & up-sell opportunities

· Help meet agency goals through independent and collective teamwork

· Maintaining accurate documentation in the agency systems and secure all trailing documents from customers.

· Initiate contact with customers through phone, email, and mail for policy maintenance.

· Handle all incoming claim calls from customers.

· Call follow up on outstanding past due payments

· Conduct Insurance reviews

· Customer saves and requotes to drive retention rate.

· Complete Evidence of Insurance requests.

· Develop new Financial Services opportunities.

· Take premium payments from customers.

· Thoroughly understand and follow all underwriting, rating and compliance requirements.

· Maintain knowledge of new products.

· Prospecting and generating new business through leads & referral sources.

· Generating insurance quotes.

· Grow sales revenue by utilizing phone, email and potential client lists

· Provides on-going support to insurance clients as needed

· Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases

· Presents and explains insurance policy options based upon prospective client needs and their personal goals

Qualifications and Skills

· Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.

· Proficiency to multi-task, follow-thru and follow-up.

· Excellent Communication/interpersonal skills.

· Must have the ability to multi-task.

· Career-minded vision.

· Works well with other employees and is a team player with a positive attitude.

· Be able to obtain or currently possess a property & casualty insurance license

· Ability to obtain or possess an active Life & Health Insurance license

· Strong communication skills, both oral and written

Full time with ability to become or are a licensed CSR

40 hrs. (M-F)

Competitive salary plus commission and bonuses

Paid time off and holidays

Requested Requirements:

Must be able to obtain or currently have Property & Casualty license (Life and Health is a plus)

Preferred 1 years’ experience of relevant work or as a personal and or commercial lines CSR

Fluent in both English and Spanish is a plus

Excellent communication skills, written & verbal

Computer skills a must

Ability to work in a team environment

Job Duties:

• Answer incoming customer inquiries
• Collaborate with management teams to stay updated on new products, services, and policies
• Record customer information within our customer service database
• Engage with clients in a friendly and professional manner while actively listening to their concerns
• Offer support and solutions to customers in accordance with the company's customer service policies
• Other duties as requested

Communication method(s) used:

• Email
• Phone
• Chat
• In person

Work Remotely

• Periodically

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Work from home

Experience:

• relevant: 1 year (Required)

License/Certification:

• Tennessee P&C license (Required)

Work Location: In person

Salary : $45,000 - $55,000