Customer Service Representative

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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