Customer Service Representative:

Customer service representative to provide day-to-day service and direct support to new and existing policyholders.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Provide backup to receptionist with agency phone system.
• Proficiency in typing and ability to document client records in a timely manner.
• Answer incoming calls from policyholders and assist with inquiries and concerns regarding policy details, coverage limits and billing inquiries.
• Maintains print and electronic records and files as required.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Knowledge of various insurance products and policies or ability to be a quick learner.
• Excellent interpersonal and sales skills.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office Suite or similar software.

Education and Experience:

• High school diploma or equivalent required
• Licensed to sell insurance in applicable state or ability to obtain license within first 6-months.
• Two years of related experience preferred but not required.
• Prior customer service experience required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

Pay Depends on Experience