CSR - Customer Service Representative - Insurance Sales
Company: Wysong Insurance Shoppe
Posted on: November 26, 2022
*Job Description : Insurance Customer Service Representative
Position - Seeking career minded individual. 2 positions available.
Full or Part-Time.*
*Must be willing to obtain State of Indiana Insurance License*
Our Goal is to maintain strong relationships with our clients.
In order to succeed as an insurance customer service
representative, the perfect candidate needs to possess the
following qualities, skills, abilities, and knowledge:
* Ability to discuss with customers in person or on telephone
information on the company's products and services.
* Ability to generate referrals.
* Receive visiting customers and provide them with necessary
* Record all conversations with clients with details of inquiries
or complaints and action steps that were taken.
* Take S.O.S calls from clients that have been involved in an
accident, vehicle breakdown, or clients who need assistance with
their vehicles and mobilizing help for such clients.
* Receive reports of claims and communicate reports of
investigation to the clients.
* Forward all filed claims to the appropriate department for
handling and investigation.
* Communicate changes or adjustment in policies to clients.
* Send newsletters, mails, and other forms of correspondences to
* Assist in soliciting sales of new products and policies.
* Liaise with other departments and provide support to them.
* Assist clients in filling of policy documents and contact them
whenever any error is discovered, or when it needs to be
* Liaise with the companies' insurance agents and process all
orders made via telephone.
* Be an advocate of the company.
*Requirements - Knowledge, Skills, and Abilities: *
* Willingness to pursue State of Indiana Insurance License
requirements upon start of position. Training will be paid by the
agency for the right candidate.
* Positive and professional demeanor.
* Ability to multi-task.
* Ability to process client payments.
* High Level typing skills.
* Ability to handle and pacify difficult customers.
* Effective communication skills - both verbal and non-verbal.
* Must always be friendly and willing to provide assist others.
* A good memory for remembering data and details.
* Strong computer and typing skills.
* Must be punctual at all times and able to put in flexible working
* A good listener with sound judgment.
* Ability to cope in a fast-paced job environment.
* He/she must be able to critically analyze all situations and
solve problems efficiently.
* Actively participate in growth of business.
Job Types: Full-time, Part-time
Pay: $13.50 - $18.50 per hour
* Monday to Friday
Work Location: One location%58047475%
Keywords: Wysong Insurance Shoppe, South Bend , CSR - Customer Service Representative - Insurance Sales, Other , Leesburg, Indiana
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