Customer Service Representative

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in.

No prior experience is necessaryApply for the position today by completing the form and completing the assessment.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Retirement Plan

Mon-Fri Schedule

• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers and follow-up.
• Complete Evidence of Insurance requests.
• Document each customer contact in eAgent.
• 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.

• 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.
• A Property & Casualty insurance license is required or willing to obtain
• No insurance experience required but must be willing to learn