Job description

We are an established, stable, and successful multi-line insurance agency looking for a qualified candidate to join our team.

What’s in it for you?

We support a comfortable, diverse, and inclusive work environment, following a casual dress code and focus on healthy work-life balance. We offer a competitive compensation package, paid time off, and paid holidays.

Customer Service Representative Job Responsibilities

• Receive phone calls and office visitors requesting quotes, changes to existing coverage and/or new policies. Review and process client changes, additions, revisions and cancellations within 48 hours.
• Schedule/confirm appointments for agent
• Proactively schedule annual professional insurance reviews with existing clients. Expectation is 5 appointments per week.
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
• Ability to diffuse difficult and complex customer escalations. Refer unresolved customer issues to Agent.
• Administer/Adhere to Agency practices and procedures
• Develop and maintain knowledge of products and services and support efforts to increase agent business

Job Qualifications, Skills & Abilities

• Must be detail oriented and able to organize, prioritize and multi-task
• Demonstrates professional demeanor
• Excellent phone communication skills required
• Understands products, procedures and best practices for promoting policy growth and client retention
• Maintain information in the agency’s customer database for future follow up
• Manage agency correspondence, including email, fax and mail as required
• Previous customer service experience required
• Must have solid PC skills, basic math skills, and a strong analytical capability
• Working Knowledge of Microsoft Applications (Word, Outlook, Excel, Internet Explorer and PowerPoint) required. Must be comfortable with web based software applications.

Preferred Qualifications:

• Work experience in call center and/or customer focused positions (Insurance, Banking, Finance, Retail, Food service)
• Bi-lingual skills
• Positive phone disposition, with the ability to maintain confidence when communicating resolution to clients
• Strong cognitive and multi-task skills
• Ability to learn/retain information quickly
• Interpersonal skills, able to work effectively in a team focused environment
• High attention to detail and follow-up
• Passion to provide the highest quality of customer service to clients, possessing pride when managing ownership of phone calls from start-finish
• Aptitude to navigate various computer programs simultaneously (Microsoft Office applications and internal systems)
• Commitment to ongoing education in relation to the company and products/services offered

Job Type: Full-time

Pay: $22.00 - $27.00 per hour

Benefits:

• Paid time off
• Paid training

Schedule:

• Monday to Friday

Work Location: One location

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