What are the responsibilities and job description for the Customer Service Specialist position at Travis Luttmer Agency - Country Financial?
Job Description
Welcome to Travis Luttmer Agency - Country Financial, where exceptional service meets a welcoming atmosphere in the heart of Corvallis, Oregon. Here, we are passionate about fostering a client-centric environment that prioritizes unwavering support and powerful connections. Our agency believes in the power of direct, face-to-face interaction, which is why our Customer Service Specialists play such a vital role in our team. In this on-site position, you'll have the opportunity to work closely with clients, offering them personalized and proactive assistance tailored to their individual needs. We pride ourselves on being a supportive space where professionalism is matched with warmth, encouraging a positive and engaging environment. If you are motivated by building meaningful relationships and dedicating yourself to outstanding service, we would love to hear from you. Join us and become a valued part of a team that truly cares about making a difference!
Salary: $18.00 - $30.00 per hour
Benefits
Hourly Base Salary Bonus Opportunities
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Responsibilities
Policy Management: Assist clients with inquiries regarding their insurance policies, providing prompt and accurate information.
Customer Satisfaction: Ensure client satisfaction through exceptional service, addressing concerns effectively.
Claims Assistance: Guide clients in the claims process, providing support and clarification when needed.
Account Updates: Maintain and update customer accounts with necessary changes and documentation.
Client Interaction: Proactively reach out to clients to review account details and ensure their needs are being met.
Problem-Solving: Resolve customer complaints and issues, ensuring a positive outcome in line with company policies.
Requirements
Experience: A minimum of 2 years in customer service or a related field.
Education: High school diploma or equivalent required; further education in insurance or finance is a plus.
Licensing: While not required, holding a valid insurance license is advantageous.
Communication Skills: Excellent verbal and written communication skills are essential.
Customer-Focused: Exceptional ability to meet and exceed client expectations with a positive attitude.
Problem Solving: Strong analytical and problem-solving skills.
Detail-Oriented: Keen attention to detail.
Team Collaboration: Ability to collaborate effectively with team members.
Tech Skills: Proficiency in using CRM systems and Microsoft Office Suite.
Company Description
Welcome to the Travis Luttmer Agency at Country Financial, where we redefine the insurance experience with professionalism and energy. Dedicated to empowering our clients, we offer personalized solutions that protect what matters most. Our dynamic team thrives on collaboration and innovation, creating a supportive culture that drives success. Join us in making a meaningful impact in the insurance industry, where your contributions help clients achieve financial security and peace of mind. Explore your future with us today!
Salary : $18 - $30
