What are the responsibilities and job description for the Insurance Customer Service Representative position at Todd Lorenzi Agency?
We are looking for a customer service representative to service current clients and assist with the purchase of property/casualty & life insurance products. Our ideal candidate will be goal oriented, self motivated, able to build relationships, organized and coachable. You will collaborate with the team to achieve agency goals and performance levels. Ultimately, you should be able to improve client retention and increase profits. Must have a valid PA property & casualty insurance license.
Responsibilities
- Learn the products & services offered (e.g. auto, home, business & life insurance)
- Learn agency management systems and procedures
- Set targets and goals for client retention
- Collaborate with the team to prepare common strategies
- Service clients with professionalism and kindness
Skills
- Knowledge of basic computer software (Microsoft Word, Excel, Outlook)
- Ability to gather and interpret data
- Organizational and analytical skills
- Communication skills
- Coachable
This Company Describes Its Culture as:
- Detail-oriented -- quality and precision-focused
- Outcome-oriented -- results-focused with strong performance culture
- People-oriented -- supportive and fairness-focused
- Team-oriented -- cooperative and collaborative
Work Remotely
- Possible work from home opportunities available in the future based on performance
Job Type: Full-time
Pay: $30,000.00 - $50,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Professional development assistance
License/Certification:
- Pennsylvania Property & Casualty Insurance Producer License (Required)
Ability to Commute:
- Uniontown, PA 15401 (Required)
Work Location: In person
Salary : $30,000 - $50,000