Insurance Customer Service Representative
- Establish working relationships with clients, potential clients, and companies we represent on the phone, email, and on paper
- Supporting teammates with follow up for clients and prospects
- Research and resolve coverage questions
- Promptly respond to client needs either on the phone or electronically
- Maintain client files and process routine correspondence between our agency and the client or company… both paper records and on our many different software programs
- Cultivate new opportunities and offer additional lines of insurance through consultative selling
- Assist with other office duties as they arise and are needed
- Proficient with Google Workspace
- Knowledge of Hawksoft and Salesforce a plus
- Type quickly and accurately
- Excellent communication skills both verbal and written
- Organized, structured, punctual and will follow the rules
- Patient, respectful, reliable, trustworthy, friendly, supportive, articulate, kind, ethical and honest
- We offer competitive wages based on experience and knowledge of insurance policies. Earn commission for educating and assisting your clients into policies that best fit their needs.
- Three years of experience working in an independent insurance agency or longer required.
Average salary estimate
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