Customer Care Insurance Secretary
Job Description
OBJECTIVE: The Customer Care Insurance Agent is a key strategic and operational role responsible for the development, continuous improvement, and delivery of exceptional customer service.
PERKS Service Bonuses!, PTO + Holidays, M-F Schedule, Maternity Leave, Health Insurance, Small Agency, 50% New Business Commission, Understanding family-friendly, Occasional Lunches. *A retirement plan is currently in the works.
SATISFACTION PRACTICES
Identifies gaps in coverage and discounts
Life Event Cards (new baby, new house, etc.)
Notifies customers of rate changes and solutions
Maintains contact during a claim
Partners with Agent-Owner to resolve complaints
Develops and implements a Personal Insurance Review procedure
Schedules direct email, mail, and related customer service items
Identifies customer satisfaction opportunities
Maintains an upbeat and creative approach
Others as assigned
SERVICE/OFFICE OPERATIONS
Completes account servicing activities
Manages Incoming Phone calls or transfers to appropriate teammate
Responds to customer inquiries regarding coverages, billing, claims or products
Monitors pending cancellations and customized billing options
Documents all correspondence, payments, and policy changes
Assists with set-up and execution of Agency events
Saves all important documents in BOX (electronic)
Maintains exceptional client performance scores
Protects client privacy
Others as assigned
REQUIREMENTS
Maintains proper insurance licensing to sell, solicit or negotiate insurance products
This position must have the following licenses: Property; Casualty (Life is a Plus)
Valid driver’s license
Pass a Background Check
High School Diploma or equivalent
Experience with PC software applications *basic
Customer Service experience
Ability to manage work load fluctuation
Ability to be client-facing and first Agency contact (front desk)
Job Type: Full-time
Pay: Up to $20.00 per hour
Benefits:
Schedule:
Supplemental Pay:
COVID-19 considerations: Common surfaces are sanitized regularly, maintain personal space, masks optional and in supply.
Company Description
Lexis Willert & Associates, LLC is an American Family Insurance Agency