Customer Service - Insurance Sales

Northwest Insurance Brokers; Waukegan (IL); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Dental Insurance

Vision Insurance

Hands on Training

Career Growth Opportunities

Health Insurance

Job summary

Northwest Insurance Brokers is expanding its customer service team in Illinois and seeks a dedicated representative to handle client inquiries, process policy changes, and guide customers through our products. Prior insurance experience is not required, but helpful, with a focus on learning and delivering excellent service.

The role emphasizes proactive follow-up, referral generation, and strong communication to build lasting client relationships while maintaining accurate records and providing

Qualifications

• Experience in insurance is helpful but not required.
• Willingness to learn and be coachable.
• Strong verbal and written communication.
• Professional phone etiquette and customer focus.

Responsibilities

• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Verify phone numbers, addresses and emails with customers and update records.
• Provide exceptional customer service.
• Maintain client relationships with follow-up calls.
• Maintain inventory of office supplies and forms and place orders weekly.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Follow up with customers to ensure satisfaction and resolve issues.

Skills

Customer service

Communication skills

Bilingual English/Spanish

Phone etiquette

Multitasking

Interpersonal skills

Job description

Job Description

Our office is expanding and we are looking to hire the right individual to join our outstanding customer service team. We are currently seeking to fulfill a full‑time position. Our Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Insurance industry or office experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Dental Insurance
• Vision Insurance
• Hands on Training
• Career Growth Opportunities
• Health Insurance

Responsibilities

• Take premium payments from customers.
• Ask each customer for referrals and explain our referral program.
• Verify phone numbers, addresses and email addresses with each customer contact and update customer information.
• Provideexceptional customer service.
• Maintain client relationships with follow up phone calls.
• Maintains inventory of office supplies and forms - places orders weekly.
• Obtain prospects information such as name, address, vehicle information and enter into quote sheets.
• Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems.

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coach able.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Must have ability to multi-task.
• Professional phone etiquette.
• Great Customer Service Skills.
• Problem-Solving Capabilities.
• Strong communication skills, both oral and written.
• Bilingual, fluent in both English and Spanish is REQUIRED..