Location: Everett,WA, USA
As a Customer Services Representative with McClain Insurance your duties are key to our agency's success! This position will assist in servicing insurance policies (providing quotes, issuing certificates, processing policy changes, etc.) and supporting sales agents. A previous background in Property & Casualty insurance is preferred but not required. We will train candidates new to the industry and support them in earning their P&C license.
As a McClain Insurance Customer Service Representative, you will provide client support by interacting directly with clients and by supporting our senior customer service and sales agents. Your role includes*:
* Supporting agents by processing policy changes, updating policies on an agent's behalf, attaching documentation, running reports, and entering data
* Engaging with clients via phone, email, text and in office to provide excellent customer service, including taking claim information, providing billing assistance, assisting with policy changes (such as adding a driver or changing a lender), and issuing proper insurance verification documents to clients (insurance cards, etc.)
* Proactive client contacts to review policies and upcoming changes, quote options through multiple companies and make recommendations that meet the client's needs
* Submitting proper documentation to carriers and mortgage companies, and verifying that documents received from carriers are correct.
* Supporting Agency leadership with special projects, client development and auditing policy information
* Participating in agency-sponsored community events and service projects
* Note that some tasks require a P&C license and will added once you have acquired your license.
Requirements:
* 2+ years of relevant professional experience in roles that require attention to detail, strong communication skills and excellent customer service
* You will be required to obtain a P&C Insurance License within 90-180 days of employment. Training and testing is paid for by our agency.
Our ideal applicant is:
* Tech-savvy: Comfortable working with multiple software programs and communicating with clients via text, email and phone
* An excellent communicator and listener: Friendly, empathetic and able to translate complex insurance details into information the client can understand and use
* Trustworthy, ethical, and discreet: We are privileged to be a part of our clients' lives and we take that responsibility seriously.
* Detail oriented: Insurance contracts are complex and require careful interpretation.
* Comfortable working within a team environment: Our agency is unique. Each team member is expected to answer questions and provide service for all clients.
* Eager to grow and learn: We offer continuing education options and consistently introduce training opportunities for our team.
* Able to thrive in a fast-paced, constantly changing environment: This role requires flexibility, a positive attitude, and the ability to pivot quickly to meet changing needs.
* Motivated to contribute: Our agency is on a trajectory of continued growth. We're looking for someone who is eager to be a part of that future.
* Community focused: As Claudia McClain often says, our agency is only as strong as our community. We believe in supporting nonprofits in our community and paying forward the support our clients give us.
About Us
Compensation Package
Our generous compensation package includes:
* A professional salary commensurate with experience and opportunity to earn significant individual and team bonuses on a monthly basis
* Total average first-year earnings range from $65K to 70K through a combination of base salary, incentives and bonus earnings
* Health, dental, vision, life insurance and long-term and short-term disability
* Retirement plan with employer match
* Paid vacation and sick leave that begins accruing immediately
* Access to an employee assistance plan and flexible spending account (FSA)
* Continuing education expenses and support of your pursuit of professional designations 16 hours of paid volunteer time annually
* Branded clothing allowance
Team Culture & Office Environment
We are a tight-knit team that thrives on supporting each other and our community. We are passionate about insurance and are committed to serving as our clients' advocates every step of the way, from taking a proactive approach to improving their protection to walking them through the claims process.
The fast-paced nature of our work requires us to shift gears frequently. We utilize the insurance industry's latest technology to work as efficiently as possible:
* State-of-the-art laptops with dual monitors
* Standing desks
* Paperless processes, including e-signature of applications
* Ability to communicate with clients via text message, social media and our agency app
Despite the pace, we are committed to creating a fun, welcoming office culture. We celebrate birthdays and other special occasions, enjoy team breakfasts, and attend McClain Insurance-sponsored community events together.
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