Insurance Customer Service Representative

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

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

Mon-Fri Schedule

Job summary

Otter Insurance Agency in Roxborough, Pennsylvania is seeking an Insurance Customer Service Representative to join their dynamic team. This role involves managing customer accounts, educating clients about insurance, and building long-term relationships. The ideal candidate will have a positive attitude, a willingness to learn, and preferably a P&C license. This position offers a variety of benefits, including health and life insurance, flexible scheduling, and career growth opportunities.

Qualifications

• P&C License preferred for handling insurance claims.
• Experience in customer service or the insurance industry is advantageous.
• Must have a genuine willingness to learn and be coachable.

Responsibilities

• Develop and manage customer relationships effectively.
• Schedule appointments and identify customer needs.
• Educate customers about various insurance products.

Skills

Customer Service

Relationship Building

Insurance Knowledge

Job description

Job Description

We are a busy, fast paced State Farm Insurance office located in Roxborough, Pennsylvania looking for our newest insurance customer service representative.

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.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Life Insurance
• Disability Insurance
• Career Growth Opportunities
• Retirement Plan
• Mon-Fri Schedule

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?
• 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.