Licensed Customer Service Representative

Role Overview

• Takes incoming calls and places outbound calls as necessary
• Processes and replies to Customer Service emails as assigned by leadership
• Takes payments for policies
• Makes changes and endorsements to policies that may or may not require a license
• Attracts potential customers by answering product and service questions
• Personally provides prompt, efficient, high-quality service to all clients

Requirements

• Minimum of 2 years of Customer Service experience and/or 1 year of Call Center experience
• Must have Personal Lines Insurance License
• The ability to learn appropriate firm software systems
• The ability to learn insurance products and grow in product knowledge
• Capable of multi-tasking and prioritizing workloads while adhering to deadlines
• The ability to interact and communicate effectively in a team environment to share knowledge and manage workflows

Benefits

• Exceptional service through a dedicated team
• Continuous evaluations for improvement and efficiency