What are the responsibilities and job description for the Licensed Insurance Customer Service Rep position at Windy Ridge Insurance Agency?
As a trusted leader in the industry, Windy Ridge Insurance Agency is seeking a dedicated and experienced Licensed Customer Service Representative to join our dynamic team and play a key role in strengthening client relationships and ensuring long-term satisfaction. This in-office role requires a strong background in client retention, as well as a deep understanding of property and casualty insurance.
- Year-end total ranges $45,000-$65,000 with base salary, commissions, and bonus opportunities
- Paid Time Off (PTO)
- Health Insurance
Benefits
Annual Base Salary Commission Bonus Opportunities
Performance-based Incentives
Career Growth Opportunities
Career Development
Health Insurance
Dental Insurance
Vision Insurance
Paid Time Off (PTO)
Mon-Fri Schedule
Evenings Off
Hands on Training
Responsibilities
- Manage and enhance relationships with current clients to ensure high levels of satisfaction and retention.
- Provide ongoing support and service to clients, addressing inquiries, claims, and policy updates.
- Proactively assess customer needs and offer appropriate coverage solutions.
- Develop and execute retention strategies to reduce customer churn and improve satisfaction.
- Collaborate with internal teams to resolve customer concerns and ensure timely responses.
- Maintain accurate customer records and ensure all relevant documentation is up-to-date.
- Monitor and track retention goals and metrics to ensure departmental success.
- Recognize opportunities to cross-sell/up-sell current clients.
Requirements
- Must hold a current Property & Casualty insurance license.
- Previous experience in customer retention, preferably in the insurance industry.
- Strong understanding of property and casualty insurance products and services.
- Excellent communication and interpersonal skills, with a focus on relationship-building.
- Ability to handle client concerns and provide effective solutions.
- Strong problem-solving skills and attention to detail.
- Ability to work both independently and as part of a team.
If you are a proactive, customer-focused individual with a passion for property and casualty insurance and client retention, we encourage you to apply today!
Salary : $45,000 - $65,000