Position Overview
Growing agency seeking a motivated and detail-oriented customer service expert to join the team. The ideal candidate will provide exceptional service to clients while assisting with insurance-related tasks and office operations. This position requires a commitment to customer satisfaction, attention to detail, and the ability to work effectively in a fast-paced environment.
Key Responsibilities
- Answer incoming calls and provide prompt, professional assistance.
- Quote insurance products and market carriers, such as Travelers.
- Process client payments and maintain accurate transaction records.
- Update and manage customer information in EPIC (agency management system).
- Assist clients with questions regarding premiums, coverage options, and policy details.
- Manage client records and ensure accurate documentation.
- Support marketing and outreach initiatives to build client relationships and promote agency products.
Qualifications
- Possess a valid Property & Casualty (P&C) insurance license or willingness to obtain one within 90 days.
- Minimum of 2 years of experience in a customer service role, in the insurance industry.
- Strong communication and interpersonal skills.
- Proficiency in using computer systems, including Microsoft Office and agency management software (EPIC experience preferred).
- Ability to handle multiple tasks and prioritize effectively.
- If you are passionate about insurance and providing outstanding customer service; and are ready to contribute to a growing team, we encourage you to apply!