Job Description

Job Description

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Annual Base Salary + Commission

Paid Time Off (PTO)

Work from Home

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Flexible Schedule

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Maintain knowledge of new products.
• Provideexceptional customer service.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• A Property & Casualty license is preferred but will train good individual.
• Professional phone etiquette.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Be able to obtain or currently possess a Property & Casualty insurance license.
• Strong work ethic and leadership skills.
• Strong communication skills, both oral and written.
• Bilingual, fluent in both English and Spanish is beneficial.

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