CSR - Customer Service Representative - Insurance Sales

Company: Wysong Insurance Shoppe
Location: Leesburg
Posted on: November 26, 2022

Job Description:

*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 assistance.
* 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 customers.
* 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 corrected.
* 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 hours.
* 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

Schedule:
* Monday to Friday

Work Location: One location%58047475%

Keywords: Wysong Insurance Shoppe, South Bend , CSR - Customer Service Representative - Insurance Sales, Other , Leesburg, Indiana