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Join a rapidly growing agency focused on delivering exceptional results for clients while building a workplace where their team can thrive. This is an agency with leadership that believes that the success of the company comes directly from investing in the growth, development, and well-being of their people.
Qualifications
- Property and Casualty insurance license
- One (1) year of experience in customer service or administrative support
- Possess a genuine willingness to learn
- Be intuitive and resourceful
- Possess an upbeat, positive, and enthusiastic attitude
- Be a great team player
- Ability to prioritize and multi-task
- Excellent written and verbal communication skills
- Ability to build rapport with clients
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
- Highly reliable with the ability to maintain regular attendance and punctuality
Benefits
- Great benefits, supportive team, and room for growth!
- 401(k)
- Full benefits package
- Paid time off
- Competitive Salary + Bonus Opportunities
- Hybrid schedule- 4 days in office/1 remote
- Opportunities for career growth and advancement within the agency
Responsibilities
- Handle inbound and outbound contacts in a courteous, timely, and professional manner
- Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation
- Answer customer calls and correspondence regarding new or existing insurance policies
- Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system
- Secure all Trailing Documents from customers
- Listen to customers, understand their needs, and resolve customer issues
JOB ID: 172930
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Mallory McNally