Job Description

Looking for an experienced insurance service representative. Able to help clients when they call for service or sales.

Successful agency looking add to the team, need to be timely, positive, and have integrity. Must be able to work well with others and have great phone presence.

We are seeking an outgoing, organized, and friendly customer service agent to join our growing team and provide top-notch service to our customers over the phone, in person, and using written communications. In this role, you will interact directly with our customers to answer questions, solve problems, provide education, and maintain our company’s reputation for high-quality service.

Customer Service Agent Duties and Responsibilities

• Maintain updated knowledge of all company products and services in order to provide adequate education to customers
• Provide information and instructions about relevant products and services
• Make product and service suggestions to meet the customer’s specific needs
• Field incoming phone calls and respond to phone messages from customers
• Promptly respond to customer questions submitted via email or our website
• Answer customer questions and provide information to resolve any issues
• Process orders and returns
• Obtain necessary information from customers to adequately follow up
• Document important customer information for future reference
• Collect and record customer feedback and information, and share with appropriate departments and team members
• Generate interest in new products or services and connect customers with salespeople when required
• Foster and maintain relationships with customers to improve our retention rate
• Attend all required customer service-related meetings

Customer Service Agent Requirements and Qualifications

• High school diploma or equivalent
• 1+ years’ of experience in a customer service-related role
• Excellent written and verbal communication skills
• Ability to foster and maintain relationships
• Organizational skills with the ability to manage numerous projects and priorities at once
• Positive, service-oriented attitude
• Ability to thrive in a fast-paced and sometimes high-pressure environment
• Basic computer skills and excellent phone disposition
• Willingness to work independently or as part of a team
• Currently Hold Property and Casualty License