Location: Melville,NY, USA
**Customer Care Representative, Personal Lines Insurance (Trainee)**
at EPIC Brokers 40 Marcus Dr. 3rd Fl. Melville, NY 11747 **College Graduates can apply. We will train you in Personal Lines Insurance.**
**Position Overview:** The Personal Lines Customer Care Specialist (Trainee)has the primary responsibility of providing superior customer service to clients. Our first objective is to retain existing clients.
**Critical Job Functions:**
* Respond promptly to client inquiries via phone, mail and email in a professional and courteous manner. Strive to resolve all inquiries during first communication with client.
* View every client contact as an opportunity to impress our clients. Review exposures, loss experience and current coverage. Provide proactive solutions and recommend appropriate products.
* Follow department protocol for taking the next call in the queue and return all calls as promised.
* Document all verbal communications with clients and carriers in a prompt manner. Records must reflect the current status at all times.
* Assist with the solicitation of new accounts and the retention of existing accounts. Look for new sales opportunities by cross-selling.
* Develop a strong working knowledge of carrier websites and utilize the sites to secure accurate and timely information for our clients.
* Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
* Assume ownership of customer concerns and feedback until successful resolution.
* Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
* Work as a team and contribute to the team effort by openly sharing insurance knowledge.
* Become a student of the business. Seek insurance knowledge through training and education.
**Skills & Qualifications**:
* College graduates may apply (we will train). Must have some prior work experience.
* Excellent organizational and time management skills.
* Strong customer service focus & communication skills.
* Excellent diplomacy skills / ability to resolve issues.
* Independent user of technology.
**Educational requirement**:
* College graduate
* 15th Largest Broker in US
* Voted Best Place to Work in the Insurance Industry
* Awesome Benefits: 401K matching, unlimited Managed Time Off, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
Location (City)