Customer Service Agent
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Overview
Job Description
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
- Training & development
- Competitive Pay (Salary)
- Professional Development
- Job Stability in a growing industry
- 401K Matching
- Short-Term/Long-Term Disability
- Bonuses
- Actively manage service requests and conduct follow-up as needed for client accounts.
- Assist Producer/Account Manager in client file management in Partner. Adding Notes, filing paperwork, and managing follow-ups for new and existing clients.
- Answer phone calls and emails to process any policy change requests, cancellations or other needed service.
- Gather information and set up potential appointments for new sales.
- Take and manage client payments through the deposit process.
- Facilitate claims requests as needed and proactively follow up to ensure client happiness.
- Ensure that Agency Management System files are up to date and accurate with all activities and documents.
- Collaborate with other employees to ensure the clients are receiving the highest level of care.
- Provide important information to the group on issues or coverages during staff meeting times.
- Bachelor’s Degree or comparable work experience preferred.
- Possess a valid driver’s license and a source of reliable transportation.
- Be people-oriented, customer-focused, and professionally assertive in servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.
- Must attain an Indiana Property and Casualty Insurance License. Employer will set up and pay for instruction and the first attempt to pass the test for certification.
YOUR FUTURE as an Independent Insurance Agent Starts Here
If you’re looking for a career that offers flexibility, job stability and strong compensation you’ve come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals!
Trusted Choice® Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price.
Each 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 that agency. All inquiries about employment at an agency should be made directly to the location, and not to Big I Indiana.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
