Customer Service Representative

The Carter Insurance GroupLexington, South Carolina

$35,000 - $40,000 / year

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Overview

Schedule

Full-time

Career level

Entry-level

Compensation

$35,000-$40,000/year

Benefits

Career Development

Job Description

The Customer Service Representative at The Carter Insurance Group, LLC is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Benefits/Perks

Competitive Pay
Professional Development
Job Stability in a growing industry

Responsibilities

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 and service all claims.
Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system AMS 360.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

Hold the insurance license required by your state and have a minimum of two years Commercial & Personal lines insurance account management experience as well as a Bachelor’s Degree or comparable work experience.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations.
Possess a sense of urgency, attention to detail, organization, multi-tasking, and follow-up skills, and the ability to handle difficult situations with customers and solve complex problems without direct supervision.
Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation.

Compensation: $35,000.00 - $40,000.00 per year

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 a Big I South Carolina member agency is a great career choice!

Big I South Carolina is the states oldest and largest trade association of property and casualty insurance agents. Our members are small business owners who represent more than one insurance company and sell all types of insurance. As a result, they can offer clients a wider, trusted choice of auto, home, business, life and health insurance products. 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?

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FAQs About Customer Service Representative Jobs at The Carter Insurance Group

What is the work location for this position at The Carter Insurance Group?

This job at The Carter Insurance Group is located in Lexington, South Carolina, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at The Carter Insurance Group?

Candidates can expect a pay range of $35,000 and $40,000 per year.

What employment applies to this position at The Carter Insurance Group?

The Carter Insurance Group lists this role as a Full-time position.

What experience level is required for this role at The Carter Insurance Group?

The Carter Insurance Group is looking for a candidate with "Entry-level" experience level.

What is the process to apply for this position at The Carter Insurance Group?

You can apply for this role at The Carter Insurance Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.