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Insurance Customer Service Representative

Allstate - Timothy Finnegan Agency

Insurance Customer Service Representative

Lenoir City, TN
Full Time
Paid
  • Responsibilities

    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 either a full-time or part-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.

    BENEFITS Paid Holidays

    Bonus Opportunities

    Paid Time Off (PTO)

    Weekends Off

    Holidays Off

    Career Development & Growth

    Hands On Training

    Health, Dental, and Vision Insurance available through our PEO

    RESPONSIBILITIES

    • Process customer policy change requests.
    • Secure all Trailing Documents from customers.
    • Handle all incoming claim calls from customers.
    • Complete Evidence of Insurance requests.
    • Document each customer contact in eAgent.
    • Immediately greet all customers, entering the office, in a friendly and helpful manner.
    • 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.
    • Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
    • Answer incoming phone calls on the first ring.
    • Return all phone messages promptly.
    • Share training and education knowledge and expertise with team members.
    • Thoroughly understand and follow all underwriting, rating and compliance requirements.
    • Maintain knowledge of new products.
    • Provide exceptional customer service.
    • Be outstanding at relationship building.
    • Maintain client relationships with follow up phone calls.
    • Maintains inventory of office supplies and forms - places orders weekly.
    • Claims follow up calls.
    • Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies.
    • Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
    • Informs customers of promotions and new or upgraded products using prepared scripts.
    • Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.
    • Schedule appointments for sales staff to meet prospective customers.
    • Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
    • Provides on-going support to insurance clients as needed.
    • Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.

    REQUIREMENTS

    • P&C LICENSE AND INSURANCE INDUSTRY EXPERIENCE REQUIRED
    • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
    • Possess an upbeat, positive and enthusiastic attitude.
    • Create relationships from a cold start.
    • Proficiency to multi-task, follow-thru and follow-up.
    • Excellent Communication/interpersonal skills.
    • Must have ability to multi-task.
    • A Property & Casualty license is preferred but will train good individual.
    • Professional phone etiquette.
    • Follow through and exceed current and prospective client expectations.
    • Great Customer Service Skills.
    • Problem-Solving Capabilities.
    • Works well with other employees and is a team player with a positive attitude.
    • Ability to obtain or possess an active Life & Health Insurance license.
    • Strong work ethic and leadership skills.
    • Ability to tactfully handle stressful and difficult situations.
    • Be capable of handling customer rejection.