Licensed Insurance Customer Service Rep

Job Description

Job Description

Candidate must have their property & casualty license to be considered & must be willing to obtain life license within 30 days.

Join Carranza Agency and Associates, a well-established insurance firm renowned for exceptional client service and personalized insurance solutions, as a Licensed Insurance Customer Service Rep based in Lake Villa, Illinois. Immerse yourself in a dynamic work environment where your contributions are valued, and your professional growth is supported. Here, you will be at the forefront of customer interaction, offering expertise that ensures our clients are comprehensively insured and satisfied with our services.

This role is pivotal, as it involves understanding client needs and upselling clients & providing pivotal support. Our commitment is to build a welcoming atmosphere that fosters client trust and long-term relationships. Embrace the opportunity to be part of a positive and inviting team that thrives on delivering top-notch insurance services. Your role will not only contribute to the agency's success but also enhance your own professional journey. We look forward to seeing you become a vital part of our dedicated team!

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Life Insurance

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Responsibilities

• Customer Interaction: Be the friendly first point of contact for clients, answering queries and assisting them with their insurance needs.
• Issue Resolution: Handle client issues efficiently and provide prompt solutions to ensure customer satisfaction.
• Documentation Management: Maintain and update customer records accurately to ensure seamless service delivery.
• Continuous Improvement: Proactively seek to improve service delivery, offering suggestions for refining customer service processes.
• Being able to find gaps in coverage & be able to upsell policies when reviewing with clients
• Policy Updates: Keep clients informed about their insurance policies and updates, helping them make informed decisions.
• Team Collaboration: Work closely with team members to provide cohesive and comprehensive service to clients.

Requirements

• Licensing: Active and valid Illinois Property & Casualty License is required
• Experience: Proven experience in customer service, preferably in the insurance industry.
• Bilingual (Spanish speaking) candidate preferred but not required.
• Communication Skills: Excellent verbal and written communication skills.
• Problem-Solving: Strong problem-solving skills and the ability to remain composed under pressure.
• Self-Driven
• Customer-Oriented: Demonstrated ability to provide exceptional customer service and exceed expectations.
• Tech-Savvy: Proficient in using customer service software and Microsoft Office Suite.