Customer Service Representative
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Job Description
This position will assist the agency in daily individual and business client customer service roles, including but not limited to, answering phone calls, communicating with clients by phone and email, helping clients make changes to their policies, helping with the process of quoting and issuing new policies, and creating notes/tasks/follow ups regarding those interactions and changes
*Property and casualty insurance license preferred but not required
*This job entails both in-person and virtual work environment
Responsibilities
1. Answering phone calls: executing the task discussed on the phone call
2. Effective communication: setting expectations with the client about what to expect next as a result of said phone call
3. Managing tasks: interaction with clients will result in activities that need to be executed. Those activities must be executed, documented, and followed up on to ensure completion
4. Working with producers (agents): producers (agents) communicate with their clients which results in activities that need to be completed. Expect to receive requests from producers (agents) that need to be executed, documented, and followed up on as you would when dealing directly with a client
5. Assisting with quoting/issuing/endorsing policies: collecting appropriate personal information from clients in order to help quote/issue/endorse their policies based on their needs/requests
Job Qualifications
1. Knowledge and professionalism: specific industry knowledge will be learned during employment but the expectation is competency to work independently on daily tasks, actively communicate with clients and co-workers, and handle matters professionally and timely
2. Communication skills: the majority of your work will be generated through communication with people, clients specifically, so the ability to work with many different personalities is important
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with an IIANC member agency is a great career choice!
IIANC’s members are Trusted Choice® independent insurance agencies located all across North Carolina. You’ll find nearly 1,000 of our member agencies in small towns and large cities from the mountains to the coast. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!
With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.