The position is for a client service representative. Full benefits, salary range is $30,000 - $40,000 with additional bonuses. Total annual comp range from $40,000-$50,000.
Here’s a summary of the position:
- Handle client inquiries about existing insurance policies
- Cross sell and upsell existing clients with other products
- Discuss insurance coverage and add other coverages when appropriate
- Conduct policy reviews with clients
- Answer claim questions and monitor claims activity to ensure a positive customer experience, as well as agency profitability
- Make changes on client policies as requested
- Answer phones
- Take payments
- Cross sell life and retirement products and refer to our financial specialist
- Identify gaps in coverages and offer/explain to clients to add to their policies
- Keep records of customer interactions and transactions completed by recording the details of inquiries, complaints, comments and actions taken
- Handle and diffuse difficult and/or complex customer interactions in a professional manner
What we are looking for:
- Able to meet individual performance metrics and goals
- Able to successfully juggle multiple priorities at any given time
- Maintain accurate and descriptive accounts of all customer interactions
- Possess outstanding written and verbal communication skills (we do a lot of emails)
- Be able to work with a team and accept feedback/coaching
- Property and Casualty Insurance license – must obtain upon job offer
THIS IS NOT A REMOTE POSITION. THIS IS A FULL TIME POSITION