Customer Service Representative

Job Description

Job Description

Insurance Customer Service Representative

Job Overview:

We are seeking a highly motivated and customer-focused individual to join our team as an Insurance Customer Service Representative. This role is a unique opportunity for an ambitious person to build a career in the insurance industry. In this position, you will provide exceptional support to our clients while receiving comprehensive training and support to earn your Property & Casualty (P&C) license. This role offers a clear path to advance into a licensed Insurance Agent, where you can earn commission on new business and renewals.

Responsibilities:

• Serve as the primary point of contact for clients, addressing inquiries via phone, email, and in-person.
• Provide accurate and timely information regarding policies, coverage, and billing.
• Assist in resolving client complaints and issues with a professional and empathetic demeanor.
• Process policy endorsements, changes, and renewals, ensuring all documentation is accurate and complete.
• Maintain and update client records in our agency management software (AMS 360 or similar).
• Collaborate with the sales team to support new business efforts and renewal processes.
• Identify opportunities to cross-sell or upsell additional products to existing clients.
• Follow standard procedures for receiving, storing, and maintaining client records.

Training & Career Path:

This position includes on-the-job training and a professional development plan to help you grow your career. We are committed to your success and will provide the resources to help you transition from a customer service role to a licensed agent.

• Licensing Support: We will provide paid training and study materials to help you prepare for the state-required Property & Casualty (P&C) licensing exam.
• Mentorship: You will be mentored by experienced agents who will guide you in understanding insurance products, sales techniques, and client relationship management.
• Advancement: Upon successfully obtaining your P&C license, you will have the opportunity to transition into a licensed agent role. In this new capacity, you will be able to earn a commission on new policies you sell, in addition to your base salary.

Qualifications:

• High School Diploma or GED required.
• Office experience.
• Strong verbal and written communication skills.
• Proven ability to manage multiple tasks with excellent attention to detail.
• Positive attitude, creative problem-solving skills, and an eagerness to learn.
• Prior experience in a customer service or office environment is a plus, but not required.
• Proficiency with Microsoft Office and other basic computer software.

Preferred:

• Property and Casualty or other insurance experience.
• AMS 360

Job Type: Full-time, In-office, Monday - Friday 9 - 5:30 PM

Salary: Competitive hourly wage with a path to a commission-based structure upon becoming a licensed agent.

Benefits:

• On-the-job training
• Paid time off
• Professional development assistance
• Retirment account with matching
• Health Insurance Supplement

Company DescriptionSince 1968, Hayes Company Insurance Brokers has specialized in property and casualty insurance. We are an independent agents and brokers with access to over 30 top rated companies. We pride ourselves in delivering risk appropriate solutions for our clients.

Company Description

Since 1968, Hayes Company Insurance Brokers has specialized in property and casualty insurance. We are an independent agents and brokers with access to over 30 top rated companies. We pride ourselves in delivering risk appropriate solutions for our clients.