Insurance Customer Service Representative

Otter Insurance Agency; Conshohocken (Montgomery County); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Life Insurance

Disability Insurance

Hands on Training

Career Growth Opportunities

Retirement Plan

Evenings Off

Job summary

Otter Insurance Agency in Conshohocken, Pennsylvania, is seeking a dedicated Insurance Customer Service Representative to join their dynamic team. The role involves assisting customers with their accounts while helping them understand and manage their insurance needs in a busy environment.

Ideal candidates will possess previous customer service experience, with a strong work ethic and an eagerness to learn. Benefits include paid time off, health insurance, and career growth opportunities.

Qualifications

• P&C License preferred.
• Customer Service or Insurance Industry Experience.
• Genuine willingness to learn.
• Upbeat and positive attitude.

Responsibilities

• Develop relationships with customers and identify their needs.
• Educate customers about insurance options using a needs-based review process.
• Provide prompt, accurate, and friendly service.
• Collaborate with agents to achieve marketing goals.

Skills

Customer Service Experience

Insurance Knowledge

Strong Work Ethic

Relationship Building

Education

Bachelor's Degree in Business, Finance or Related Field (Bonus)

Job description

Job Description

We are a busy, fast paced State Farm Insurance office located in Conshohocken Pennsylvania looking for our newest insurance customer service representative. We're excited to be constantly growing and able to offer this rewarding position to motivated and driven personalities. As an insurance customer service representative, you will act as an account manager and assist customers and our team with individual accounts. Our team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dream, if you want to be a part of our team, APPLY TODAY!

Benefits

Paid Time Off (PTO)

Health Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

• Develop relationships, schedule appointments and identify customer needs
• Use a customer-focused, needs-based review process to educate customers about insurance
• Establish client relationships and follow up with customers, as needed
• Work with the agent to establish and meet marketing goals
• Provide prompt, accurate, friendly service by responding to inquiries regarding insurance availability, eligibility, coverage's, and claims.
• Maintain a strong work ethic with a total commitment to success each and every day.

Requirements

• P&C License Preferred
• Customer Service or Insurance Industry Experience?
• Bachelor's Degree in Business, Finance or Related Field a Bonus
• Possess a genuine willingness to learn, be intuitive and resourceful and be coach able.
• Possess an upbeat, positive and enthusiastic attitude.
• Create relationships from a cold start.