We are looking for a customer-oriented sales assistant. An Insurance customer service representative, or CSR, will act as a liaison, initiate sales, provide insurance information and resolve any emerging problems that our insureds might face with accuracy and efficiency. The best CSRs are genuinely excited to help customers. They’re patient, empathetic, and passionately communicative. They love to talk. Insurance service representatives can put themselves in their customers’ shoes and advocate for them when necessary. Customer feedback is priceless, and these CSRs can gather that for you. naturally to customer . A large part of the job ultimately is helping customers through the sales process. The person has great attention to detail.
Insurance experience would be helpful but not required. The ideal candidate would like a career in insurance.
Responsibilities
- Manage incoming calls.
- Identify and assess customers’ needs to achieve satisfaction
- Build sustainable relationships and trust with customer accounts through open and interactive communication
- Provide accurate, valid and complete information by using the right methods/tools
- Meet personal/customer service team sales targets and call handling quotas
- Keep records of customer interactions, process customer accounts and file documents
- Take lead on managing agency systems and renewal process.
- Follow communication procedures, guidelines and policies
Skills
- Proven customer support experience or experience as a client service representative
- Strong phone contact handling skills and active listening
- Familiarity with CRM systems and practices
- Customer orientation and ability to adapt/respond to different types of characters
- Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
- Familiarity with Microsoft Office
- SPANISH / ENGLISH bilingual optional
Insurance License Required:
Work Remotely
Job Type: Full-time
Pay: From $18.00 per hour
Benefits:
Work Location: In person
