Customer Service- Personal Lines

Job Description

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 full-time position. Our Personal Lines 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.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Retirement Plan

Weekly Team Meetings

Monthly Bonus Opportunities

Annual Bonus Opportunities

Business Casual Attire

Appreciation Lunches

Paid Holidays

Mentorship

Collaborative Work Atmosphere

• Meet new business production goals and objectives as established.
• Solicits for new business via telephone, networking, and other lead sources.
• Develop insurance quotes, makes sales presentations, and closes sales.
• Develop ongoing networking relationships
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Document each customer contact.
• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Treat each customer contact as a cross & up-sell opportunity including financial products.
• Verify phone numbers, addresses & email addresses with each customer contact & update customer information.
• Return all phone messages promptly.
• Maintain knowledge of new products.
• Prospecting and generating new business through leads & referral sources.
• Provide exceptional customer service.

• Professional phone etiquette.
• Great Customer Service Skills.
• Be able to obtain or currently possess a Property & Casualty insurance license.
• Ability to obtain or possess an active Life & Health Insurance license.
• Strong communication skills, both oral and written.
• Knowledge of sales and marketing principles and strategies.
• Bilingual, fluent in both English and Spanish is beneficial.