Customer Service Representative

Secured Assets, LLC

Williamsburg (VA)

On-site

USD 32,000 - 42,000

Full time

6 days ago
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Benefits offered by this job

PTO
Health Insurance
Retirement Plan
Mon-Fri Schedule

Qualifications

  • Requirements: Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Proficiency to multi-task, follow-thru and follow-up.
  • A Property & Casualty insurance license is required or willing to obtain.
  • No insurance experience required but must be willing to learn.

Responsibilities

  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers and follow-up.
  • Complete Evidence of Insurance requests.
  • Document each customer contact in eAgent.
  • Take premium payments from customers.
  • Ask each customer for referrals and explain our referral program.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.

Skills

Customer service
Multi-tasking
Communication
Positive attitude
Willingness to learn

Job description

Job Description

Our office is quickly growing and we need someone who we can train to fit in our office puzzle! The position offered is full time. Our Customer Service Representative needs to exceed customer service standards to current clients while also assisting prospects as they call in.

No prior experience is necessary

Benefits
  • Paid Time Off (PTO)
  • Health Insurance
  • Retirement Plan
  • Mon-Fri Schedule
Responsibilities
  • Process customer policy change requests.
  • Secure all Trailing Documents from customers.
  • Handle all incoming claim calls from customers and follow-up.
  • Complete Evidence of Insurance requests.
  • Document each customer contact in eAgent.
  • Take premium payments from customers.
  • Ask each customer for referrals and explain our referral program.
  • Treat each customer contact as a cross and up-sell opportunity including financial products.
Requirements
  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Proficiency to multi-task, follow-thru and follow-up.
  • A Property & Casualty insurance license is required or willing to obtain
  • No insurance experience required but must be willing to learn
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