Job Overview
We are seeking a dedicated and enthusiastic Agency/Customer Service Representative to join our friendly Family team. In this role, you will be the first point of contact for our clients, providing exceptional service and support. You will handle inquiries, resolve issues, compile reports, assist in the admin of the office and ensure a positive customer experience. The ideal candidate will possess strong communication skills and a passion for helping others. Our team environment is a positive place to work - we work towards goals and share in monthly bonuses giving opportunity to increase your income potential.
Responsibilities
- Respond to customer inquiries via phone, email, or chat in a professional manner.
- Delegate leads to agency, follow up on renewals and underwriting memo's
- Provide reports to management to assist in the daily follow up of agency leads and underwriting requirements.
- Provide accurate information regarding products and services.
- Assist customers with order processing, reviews, and account rounding and identifying potential discounts for our customers.
- Maintain detailed records of customer interactions and transactions through data entry.
- Handle transactions accurately and efficiently when necessary.
- Analyze customer feedback to improve service delivery offer reviews of policies to help customers choose the correct coverage and premium savings.
- Collaborate with team members to enhance overall client satisfaction.
- Uphold company policies and procedures while delivering outstanding client services.
Experience
- Proven experience in a customer service role, preferably in a call center or agency office environment.
- Strong phone etiquette and interpersonal skills to effectively communicate with customers.
- Proficiency in data entry and computer systems; familiarity with customer relationship management (CRM) software is a plus.
- Ability to handle transactions responsibly.
- Bilingual candidates are encouraged to apply; proficiency in English is required.
- Strong analytical skills to assess situations and provide effective solutions.
- Holding a Insurance License is a strong plus
Join our team as a Customer Service Representative where your contributions will make a difference in our agency proficiency and our clients' experiences!
Job Type: Full-time
Pay: $45,000.00 - $52,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Language:
License/Certification:
- Property & Casualty License (Required)
Work Location: In person
