Job Description
Job Description
Customer Service Representative
Martin Agency is seeking a dependable, friendly, and motivated Customer Service Representative to join our team. This is a full-time, in-office position with the opportunity to develop into a licensed insurance professional and take on additional sales and service responsibilities over time.
Insurance experience is not required. We are looking for the right person and are willing to provide training and assist with obtaining the necessary insurance license.
What We Are Looking For
The ideal candidate is someone who:
Is dependable and consistently shows up ready to work
Enjoys helping and communicating with people
Has a friendly and professional personality
Communicates clearly by phone, email, and in person
Is comfortable working on a computer throughout the day
Pays attention to details and follows through on tasks
Can manage multiple requests and changing priorities
Is willing to learn new systems and insurance concepts
Works well as part of a close-knit team
Takes responsibility for their work
Is comfortable eventually discussing insurance products and selling to customers
Is interested in developing a long-term career rather than simply finding a short-term job
Experience
Previous customer service, office, banking, retail, sales, or insurance experience can be helpful, but insurance experience is not required.
We place greater importance on attitude, dependability, communication skills, willingness to learn, and the ability to take care of customers.
Responsibilities
Initially, this position will focus heavily on helping our customers and supporting the day-to-day operation of the agency. Responsibilities will include:
Answering incoming phone calls and directing customers to the appropriate team member
Greeting and assisting customers who visit the office
Taking and processing customer payments
Assisting customers with billing questions and routine policy questions
Processing policy changes and service requests
Gathering information and documentation from customers
Communicating with insurance companies on behalf of customers
Following up on outstanding customer requests
Maintaining accurate customer and policy information in our agency management system
Supporting agents and other team members as needed
Helping ensure customers receive prompt, professional, and friendly service
Growth Into a Licensed Insurance Role
We want this position to develop into more than basic customer service.
After becoming familiar with our agency and successfully obtaining an insurance license, the employee will gradually take on additional responsibilities, including:
Responding to inbound insurance inquiries
Gathering information needed to prepare insurance quotes
Quoting personal insurance policies
Explaining coverage options to prospective customers
Following up with prospects
Helping customers select appropriate coverage
Writing new policies and completing the sales process
Identifying opportunities to provide additional insurance products to existing customers
Requirements
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
- Possess an upbeat, positive and enthusiastic attitude.
- Proficiency to multi-task, follow-thru and follow-up.
- Must have ability to multi-task.
- Follow through and exceed current and prospective client expectations.
- Works well with other employees and is a team player with a positive attitude.
- Ability to adapt to change, learn new things quickly, and work in a fast-paced environment.
Benefits
Paid Time Off (PTO)###Dental Insurance###Vision Insurance###Hands on Training###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Parental Leave###