Insurance Customer Service Associate

Woomer Insurance GroupApex, North Carolina

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Overview

Schedule

Full-time

Career level

Entry-level

Benefits

Paid Vacation

Career Development

Job Description

Job Description

Customer Service Agent with customer service experience preferred. Associate is responsible for maintaining and maximizing profitable relationships with new and existing clients. Personal &/or Commercial Insurance experience is a major plus.

Responsibilities:

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support.
Support and prepare clients for renewal and retention, and maintain strong client relationships.
Anticipate, respond to, and follow up on all existing client needs.
Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

Qualifications:

Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
Possess a valid driver’s license and a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and 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 Technology and Computer proficiency including agency management systems.

Benefits/Perks:

Competitive Pay
Bonuses and commissions
Professional Development
Job Stability in a growing industry
Exceptional benefits and PTO

Compensation: $45,000.00 - $55,000.00 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 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.

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FAQs About Insurance Customer Service Associate Jobs at Woomer Insurance Group

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

This job at Woomer Insurance Group is located in Apex, North 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 Woomer Insurance Group?

Candidates can expect pay range between $45,000–$55,000 for this role.

What employment applies to this position at Woomer Insurance Group?

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

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

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

What benefits are offered by Woomer Insurance Group for this role?

Woomer Insurance Group offers following benefits: Paid Vacation and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.

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

You can apply for this role at Woomer 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.