Insurance Client Care Specialist - Paid Training & Growth

Adam-Roux-Insurance-Agency; Town of Clay (NY); On-site; USD 41,000 - 47,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Career Growth Opportunities

Bonus Opportunities

Licensing Assistance

Advancement Opportunities

Continuing Education Opportunities

Professional Work Environment

Equipment Provided

Job summary

Adam Roux Insurance Agency in New York is seeking a friendly Insurance Customer Service Rep to support our existing book of business and assist clients with questions, on the phone and in writing.

You’ll be trained with paid licensing and coaching, focusing on accurate note-taking, organized files, and identifying cross-sell opportunities to pass to the sales team. No prior insurance experience required.

Qualifications

• Computer proficiency and ability to learn new systems.
• Positive attitude and willingness to be trained.
• Comfortable speaking with customers over the phone.
• Strong note-taking and file-organization skills.
• No prior insurance experience required.
• No license required before starting.

Responsibilities

• Service the agency’s existing book of business.
• Answer customer questions and provide phone support.
• Identify cross-selling opportunities and refer to sales representatives.
• Maintain accurate customer notes and organized files.
• Update customer information using agency computer systems.
• Follow established processes to provide consistent customer service.

Skills

Computer proficiency

Note-taking

Phone communication

Attention to detail

Job description

Adam Roux Insurance Agency in New York is seeking a friendly Insurance Customer Service Rep to support our existing book of business and assist clients with questions, on the phone and in writing.

You’ll be trained with paid licensing and coaching, focusing on accurate note-taking, organized files, and identifying cross-sell opportunities to pass to the sales team. No prior insurance experience required.