Customer Service Representative - Sales

Benefits:

• 401(k)
• Bonus based on performance
• Health insurance
• Training & development

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry 

Job Description
We are seeking a professional and personable Customer Service Representative to join our team. In this role, you will be responsible for ensuring that each customer has a positive experience when reaching out to our agency. You will respond promptly to inquiries, maintain accurate records, and generally provide excellent customer service. The ideal candidate is detail-oriented, friendly, and familiar with insurance products.


Responsibilities

• Answer customer questions via phone, email, and in-person
• Assist clients with new quotes, updating policies, payments, and other services
• Schedule appointments and maintain calendar
• Maintain detailed records of client interactions
• Review policies and make recommendations 
• Collaborate with colleagues to provide comprehensive customer service

Qualifications

• Knowledge of insurance products. Licensed preferred (P&C and Life & Health)
• High school diploma/GED required, Bachelor’s degree preferred
• Excellent customer service skills
• Highly organized with strong time management skills
• Familiarity with Microsoft Office and other software applications