Customer Service/Account Specialist

• If you have experience in the insurance industry, Peichel & Associates, Inc invites you to apply for this position. We challenge you to strive to meet your potential and are looking for someone who has the ambition to thrive. We are a successful insurance agency that is looking to expand their insurance sales team. If you are an energetic professional interested in helping our business grow through outstanding customer experience and insurance sales-driven conversation, then apply today.
• 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.

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Evenings Off

• 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.
• Maintain knowledge of new products.
• Generating insurance quotes.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.
• 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.
• Assess and identify the wants and needs of your customer(s) over the phone
• Educate clients on the insurance policies that best suit their needs

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Create relationships from a cold start.
• 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.
• Excellent Spelling and Grammar skills.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Responds to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Ability to tactfully handle stressful and difficult situations.
• Be equipped with great listening and closing skills.
• No insurance experience required but must be willing to learn