Personal Insurance Risk Advisor

Job Description

We are looking to hire the right individual to join our outstanding client service team (in house only). We are currently seeking to fulfill a full-time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, advise our clients and answer questions they may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

Annual Base Salary + Commission

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Retirement Plan

Paid Time Off (PTO)

Life Insurance

Responsibilities

Process customer policy change requests.

Handle all incoming claim calls from customers.

Complete Evidence of Insurance requests.

Document each customer contact in eAgent.

Return all phone messages promptly.

Share training and education knowledge and expertise with team members.

Thoroughly understand and follow all underwriting, rating and compliance requirements.

Maintain knowledge of new products.

Provide?exceptional customer service.

Maintain client relationships with follow up phone calls.

Claims follow up calls.

Provides on-going support to insurance clients as needed.

Educate clients on the insurance policies that best suit their needs

Provide policies to new clients and explain benefits/risks of the policy

Requirements

Be a great self-starter with a sense of urgency.

Proficiency to multi-task, follow-thru and follow-up.

A Property & Casualty license is preferred but will train good individual.

Professional phone etiquette.

Excellent Spelling and Grammar skills.

Problem-Solving Capabilities.

Works well with other employees and is a team player with a positive attitude.

Full-time